
Iranian exports of oil and condensate sank to the lowest level in at least six years in May, falling below 300K bbl/day, as the U.S. naval blockade of the Strait of Hormuz choked shipments and left tens of millions of barrels stranded at
The US military has released footage it says shows forces boarding one tanker and disabling another accused of attempting to breach its naval blockade of Iran. CENTCOM says 12 commercial vessels have been redirected and two disabled for failing to comply.
Published On 26 Jul 202626 Jul 2026
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EDITOR’S ANALYSIS
Houthi blockade for now is shaping who moves Saudi crude, not whether it moves, analysts say, even as oil prices soar.
As oil prices hit $100 a barrel on Thursday, experts say they are watching to see which vessels Yemen’s Houthis allow to pass through in the Red Sea as that will indicate how the crude market trends.
Brent futures rose $6.58 or 6.96 percent, to $100.65 a barrel, exceeding $100 for the first time since late May.
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That was on the back of the Iran-aligned Houthis saying they were cutting off the passage Riyadh had been using to ship parts of its crude oil once Iran closed the Strait of Hormuz to retaliate against United States and Israel attacks.
On Monday, the Yemeni group declared a naval blockade on shipments from Saudi Arabia and said they would target Saudi, Israeli, and United States-linked tankers in the Bab el-Mandeb, which links the Red sea to the Indian Ocean.
On Thursday, the Houthis attacked two Saudi Arabian oil tankers, the group said, with a Saudi news agency later confirming that one of the two vessels was set ablaze.
It is not clear if the second one was also hit, according to marine analysis firm, Windward.
“The Houthis are quite mercurial and there is no complete clarity on what the blockade means,” said Michelle Bockmann, a senior maritime intelligence analyst at Windward.
“We’re watching now the ability of Chinese-owned tankers at [Saudi port] Yanbu if they are allowed to go through Bab el-Mandeb. Two have gone through but those had been loaded before the blockade was announced.”
The Houthis have previously relied on China for help, including for drone components, and “the Chinese have previously had a free pass”, said Bockmann, including between 2023 and 2025 when the Houthis attacked cargo ships aligned with Israel and the US in the Red Sea in the wake of the war on Gaza.
Windward tracking shows the cargo that moved through the Bab el-Mandeb chokepoint on July 20 was Saudi in origin but Chinese in crew and destination, and it drew no interdiction. The two vessels passed through the same corridor that Western- and Saudi-linked operators were being warned to avoid.
The enforcement is calibrated to affiliation rather than cargo and the blockade is shaping who moves Saudi crude, not whether it moves, Windward said.
“No one has ever been able to predict their actions… but they know you don’t have to do a lot to get the oil markets to react,” said Bockmann referring to the rise in benchmark oil prices on Thursday.
Rachel Ziemba, adjunct senior fellow at the Center for a New American Security, underscored that the standoff in Bab el-Mandeb is happening while crude buffers have nor been replenished after the peak of the Hormuz crisis earlier this year.
“The multiple chokepoints are new and an example of littoral states looking to use their leverage,” Ziemba said.
For now, both the Houthi threats and the continued closure of the Strait of Hormuz through which nearly one-fifth of the world’s oil transited before the US-Israel war on Iran, has sent prices soaring, including at the pump in the US reaching the national average of $4.09 per gallon (3.4 liter).
“Today’s rise in oil prices could cause $0.10 to $0.20 rise over the next week or two per gallon average price in US,” said Patrick De Haan, head of petroleum analysis at GasBuddy.
But De Haan is looking beyond the two straits and says he’s watching the availability of diesel as price per gallon averages $5.34.
“Diesel prices are being impacted more significantly,” he told Al Jazeera.
One reason behind that is that Ukrainian drone attacks have taken offline some of Russia’s oil refineries. The shortages are being felt domestically leading to Russia banning diesel exports, De Haan said.
“Oil exports are one story, but supplies of diesel gasoline, jet fuel is another story,” he said.
Another unknown in the mix is the role of China which, historically has been a major importer but slashed those imports in the past few months, helping stabilise global prices as some pressure on demand eased.
“It’s been one of the reasons that oil prices haven’t gone up dramatically – that china slashed its imports, and no one predicted that,” De Haan said. “For now, we don’t know if china is using its own strategic reserves or if it will start import again.”
Between those geopolitical plays and the upcoming hurricane season in the US, there is “another wildcard ahead for global refining capacity” and prices, De Haan said.
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Weekly insights and analysis on the latest developments in military technology, strategy, and foreign policy.
As renewed hostilities between Iran and the U.S. and its allies enter a 10th day, the Houthi rebels of Yemen say they are imposing an embargo on Saudi oil shipments passing through the Bab el-Mandeb (BAM) Strait. The move threatens to add further pressure on oil exports from the Middle East, already drastically affected by the Iranian closure of the Strait of Hormuz and the resumption of the U.S. blockade on Iranian ports. Saudi Arabia has diverted millions of barrels of oil per day through pipelines to its Yanbu port on the Red Sea in an effort to minimize the energy shortages due to the hostilities in the Persian Gulf. This also raises the specter of the U.S. having to get as involved as it did during the previous Houthi campaign against shipping that ended last September, which could pull resources away from Iranian-focused operations.
Meanwhile, President Donald Trump renewed threats against Iran over the recent deaths of U.S. troops while reports have emerged that he is considering widening the conflict. However, the massive expenditure of air defense munitions that has already taken place is a major consideration. In addition, there are growing concerns about the extent of the damage to U.S. bases in the region and the uptick in casualties.
BREAKING: Houthis of Yemen announce a a “maritime embargo” against Saudi Arabia, “effective immediately.”
Saudi Arabia has until now exported ~4.5m b/d from Yanbu in the Red Sea, most of it heading South throughout the Bab al-Mandab Strait between Yemen and Djibouti-Eritrea pic.twitter.com/c96Apzh9As
— Javier Blas (@JavierBlas) July 20, 2026
On Monday, Kuwait said it came under Iranian fire again.
“Kuwaiti air defenses are currently engaging hostile missile and drone attacks following the heinous Iranian aggression,” the Kuwaiti Defense Ministry stated on X. “The General Staff of the Army notes that any sounds of explosions heard are a result of air defense systems intercepting hostile attacks. Everyone is urged to adhere to the security and safety instructions issued by the relevant authorities.”
Hours earlier, Bahrain said it too had come under a new wave of Iranian attacks.
“The General Command of the Bahrain Defense Force (BDF) announces that Iran is continuing its systematic hostility approach through its sinister attacks targeting civilians in the Kingdom of Bahrain,” BDF posted on X. “The General Command clarifies that, with strong will and high combat readiness, the air defense systems attacked, intercepted and destroyed a number of treacherous Iranian air strikes today, Monday, July 20, 2026.”
تعلن القيادة العامة لقوة دفاع البحرين أن إيران تواصل نهجها العدائي الممنهج عبر اعتداءاتها الآثمة التي تستهدف المدنيين في مملكة البحرين.https://t.co/wYqDmaBD3K pic.twitter.com/Hf4o6zLgHn
— قوة دفاع البحرين (@BDF_Bahrain) July 20, 2026
The extent of the damage in either Kuwait or Bahrain is unclear at the moment. These most recent attacks came after U.S. Central Command on Sunday night said it wrapped up a ninth straight day of strikes on Iranian assets, targeting “military command centers, air defense and coastal surveillance sites, maritime capabilities, missile and drone launch sites, and communications networks to further diminish Iran’s ability to attack commercial vessels and civilian mariners transiting the Strait of Hormuz,” the command stated on X.
Amid this kinetic activity, as we noted earlier in this story, the Iranian-backed Houthis say they will no longer permit Saudi Arabian ships passage through from the Red Sea into the Bab el-Mandeb Strait.
“The Yemeni Armed Forces declare a maritime embargo against the criminal Saudi enemy, based on the equation of an ‘eye for an eye,’ effective immediately upon the issuance of this statement,” the Houthis stated on Monday, according to the official Houthi SABA media outlet. The move follows increased tensions between the Houthis and Saudi Arabia as well as a request by Iran “to stand ready to close the Red Sea oil route if the United States strikes Iranian power infrastructure,” Reuters reported last week. “The idea has been discussed within the Islamic Republic’s leadership, and the message has been conveyed to Iran’s Houthi allies.”
⚡️BREAKING: Yemen’s Houthis have announced a Naval Blockade on Saudi Arabia from the Red Sea
This move essentially Cuts OFF Saudi oil exports through the Bab al-Mandeb Strait pic.twitter.com/gqV8E5hfq1
— Iran Observer (@IranObserver0) July 20, 2026
Houthi forces on Monday reportedly began issuing warnings on open maritime frequencies near Yemen that the BAM is closed to Saudi shipping and its vessels are subject to attack.
Houthi forces are reportedly issuing warnings on open maritime frequencies near Yemen that the Bab al-Mandab Strait is closed to Saudi shipping. pic.twitter.com/MD0KhmTmJ5
— OSINTtechnical (@Osinttechnical) July 20, 2026
A Houthi shut down of the Bab el-Mandeb (BAM) Strait, a narrow stretch of water between Yemen and Djibouti, would choke off the flow of oil exports from Saudi Arabia, exacerbating the above-mentioned impingement on the flow of oil from the closed Strait of Hormuz.
Having both straits closed at once is something of a ‘sum of all fears’ scenario for the global energy marketplace.
“The full closure of the BAM would cut global oil supply by 7% as it would leave most Saudi oil exports unable to leave the region,” Reuters noted on Monday. “The disruption would add to the massive cut to global oil flows from the war in the Gulf, which has already reduced shipments by 10% of global supply.”
You can read more about the effects of both straits being closed at once in our story about that here.

Beyond affecting the flow of oil, a Houthi blockade on the BAM threatens to open a new front in this conflict.
The Houthis carried out a campaign against shipping in November 2023 in solidarity with Palestinians over the latest war between Israel and Gaza. However, while it was ostensibly aimed at only Israeli connected ships, numerous commercial vessels with no clear Israeli ties were attacked as were several U.S. and allied warships. The campaign stretched into the summer of 2025, forcing some vessels to avoid the Suez Canal for a far longer route around Africa, boosting shipping costs by nearly $200 billion at the time.
The Houthi attacks also forced the U.S. and allies to deploy many warships, including the Eisenhower and Truman Carrier Strike Groups (CSG) to both defend against Houthi attacks and strike targets in Yemen. These operations resulted in a large expenditure of air defense and strike munitions.
You can see video of some of those encounters below.
WATCH: CENTCOM releases footage as US HAMMERS Iran
The possibility exists that a new wave of Houthi attacks — especially if non-Saudi ships are targeted — could drag in U.S. forces already in heavy use in the Persian Gulf region battling the Iranians. This sets up a major showdown as Saudi oil is a lifeline to Asian supplies hobbled by conflict in the Persian Gulf. We reached out to CENTCOM for comment and will update this story with any pertinent details shared.
Earlier on Monday, the head of the European-led task force providing maritime security in the Red Sea region told us the Houthis remain a threat to navigation despite not having attacked any merchant vessels since September 2025.
“The security situation in the Bab el-Mandeb remains fragile and is highly sensitive to regional escalation,” Rear Admiral Vasileios Gryparis, Commander of EUNAVFOR ASPIDES, told TWZ. “On the rhetorical level, the Houthis’ leadership reiterated several times their alignment with the broader Axis of Resistance.”
Gryparis’s comments, in response to a query from last week about Iran’s outreach to the Houthis, came before the Yemeni group’s embargo declaration.
“From an operational standpoint, we assess that the Houthis pose a threat and are capable of rapidly escalating,” the ASPIDES commander told us. “We maintain a frequent presence at sea, monitor the situation, and adjust our actions when needed. In the event of a resumption of Houthi attacks on merchant vessels, which remains a possibility, we are present and ready to implement our mandate, within our means and capabilities. ASPIDES remains ready, within its defensive mandate, to adapt to evolving operational requirements.”

Being drawn into defending against a new Houthi campaign on shipping in the Red Sea region would exacerbate the strain on U.S. forces already under tremendous pressure from Iran. In addition to defending against ongoing barrages, the U.S. has committed about 20 U.S. warships, along with hundreds of aircraft dispersed across various bases, vessels, and forward arming and refueling points in the Middle East, to maintaining the newly reimposed blockade on Iranian ports. Moving these assets to another prologned shooting match in the Red Sea would degrade those capabilities and the ability to support a war effort should it fully erupt. It’s a capacity issue.
Expanding the fight against Iran is already in discussion by the Trump administration.
“The U.S. is planning for a wider war,” a U.S. official familiar with internal administration discussions told The Washington Post.
But the official cautioned that “the expansion of U.S. operations will be limited by dwindling stockpiles of air defense and long-range munitions and constraints on the ability to surge more troops and aircraft into the area because of battle damage,” the newspaper continued.
“We do not have enough to safely sustain operations, and I don’t think the White House is aware of that,” the Post said the official added.
One notable detail from The Washington Post’s reporting: even as the Pentagon prepares for the possibility of a broader conflict with Iran, one U.S. official warned that the campaign could be constrained by dwindling stocks of air defense interceptors and long-range munitions,… https://t.co/Xo9A6yNFnp pic.twitter.com/dKEN3IGNUr
— OSINTdefender (@sentdefender) July 20, 2026
While we cannot independently confirm this latest Post report about internal administration debates, we have frequently highlighted concerns over U.S. stocks of these munitions and the difficulty in replacing them.
All this comes as there are increasing signs of damage at U.S. facilities in the Middle East from Iranian barrages. Though largely spared in the initial phases of Epic Fury due to robust air defenses, the airfield at Muwaffaq Salti Air Base in Jordan has taken the brunt of recent attacks, while several other installations have been hit as well.
Muwaffaq Salti, as we have frequently reported, has come under attack numerous times. In March, CNN obtained imagery from Planet Labs showing an AN/TPY-2 radar damaged, or even possibly destroyed, following an Iranian attack there.
The air base has long been a major regional hub for U.S. operations, and is being very actively utilized in the current conflict. It hosts the greatest concentration of U.S. tactical aircraft in the region, and thus is an extremely important target, where, as we pointed out, even one ballistic missile landing on an apron could destroy multiple prized aircraft and take the lives of U.S. service members or cause injuries.
Satellite imagery has emerged on social media purporting to show the extent of the damage at MSAB. The following shows what is claimed to be before and after views of strikes on aircraft hangars and containerized housing units. The imagery is provided by Iran and, because U.S. satellite firms do not collect over American facilities, we cannot independently confirm what is being depicted.
Before-and-after imagery shows at least two dozen containerized living units housing U.S. troops completely destroyed by Iranian strikes at 31°49′57″N, 36°47′47″E.
Two U.S. service members were killed at this site, while a third remains missing. pic.twitter.com/sqPOxhGTLr
— Egypt’s Intel Observer (@EGYOSINT) July 20, 2026
Beyond damage, the number of troops killed and injured in Iranian attacks is rising. On Monday, the Pentagon identified two soldiers killed in action.
“1st Lt. Tyler James Feehan, 25, of Ewa Beach, Hawaii, was killed in action on July 18, 2026, and Pvt. Isabella Gonzales, 19, of Carrollton, Texas, was killed in action on July 17, 2026, during an enemy attack on July 17, 2026, at Muwaffaq Salti Air Base, Jordan,” the Pentagon said in a statement. “The incident is under investigation.”
Both soldiers worked for air defense units. Feehan was assigned to 2nd Battalion, 55th Air Defense Artillery Regiment, 32nd Army Air Missile Defense Command, Fort Bragg, North Carolina. Gonzales was assigned to 1st Battalion, 57th Air Defense Artillery Regiment, 52nd Air Defense Artillery Brigade, 10th Army Air Missile Defense Command, Ansbach, Germany.
BREAKING: The Pentagon has identified the soldiers killed in action from Iranian attacks in Jordan as 19-year-old Pvt. Isabella Gonzales and 25-year-old 1st Lt. Tyler James Feehan.
1st Lt. Feehan was assigned to 2nd Battalion, 55th Air Defense Artillery Regiment, 32nd Army Air… pic.twitter.com/3PFpnMcOVZ
— Fox News (@FoxNews) July 20, 2026
Today’s identifications came after CENTCOM on Saturday reported that two U.S. service members in Jordan were killed in action on July 17. Additionally, the command said one service member was currently missing, but later said unidentified remains were found.
CENTCOM also reported on Sunday that “a U.S. service member in northern Iraq was killed in action July 18 during a controlled detonation of unexploded ordnance from a downed Iranian one-way attack drone. A second service member was wounded and continues to receive medical treatment for a minor injury.”
We have asked CENTCOM and the Army to confirm that Feehan was the soldier killed in Iraq during the controlled detonation or if he was killed in another incident.
It should be noted that in announcing the identities of Feehan and Gonzales, the Pentagon said they died in support of Operation Inherent Resolve (OIR), which is the fight against ISIS in Iraq and Syria. We asked the Pentagon for clarity and they deferred us to CENTCOM, which has yet to respond.

Meanwhile, The New York Times accused the Pentagon of hiding the number of injured troops.
“In the week leading up to the Iranian attack on Friday that killed two U.S. soldiers and left one service member missing in Jordan, Iran carried out three other strikes against U.S. forces in the country,” the paper explained. “Those attacks injured dozens of U.S. service members and damaged several helicopters, according to several U.S. officials, who spoke on the condition of anonymity to discuss operational matters. But the Pentagon did not disclose the earlier strikes, nor the casualties and damage they inflicted.”
The episode “is the latest example during the Iran conflict of the tension between what the Pentagon says is the need for operational security and the government’s obligation to inform the public about the conduct of the war,” the Times proffered.
The Pentagon pushed back on that claim, rejecting it as “baseless and malicious.”
The Department of War rejects these baseless and malicious accusations of hiding injury numbers as outright lies from partisan hacks at the New York Times who are desperate to smear America’s military and its leadership.
Claims of concealment are fabrications meant to further… pic.twitter.com/ocAJXPVEff
— Sean Parnell (@SeanParnellASW) July 20, 2026
Still, despite the increasing violence, both the U.S. and Iran have suggested that further diplomacy to end the fighting is possible. This is even as both sides declared the ceasefire over and Iranians last week said they would no longer negotiate a Memorandum of Understanding on a possible peace deal.
“You can’t have an MOU that’s alive if they’re violating the terms,” U.S. Secretary of State Marco Rubio told reporters. “The U.S. always remains open to a diplomatic solution. We’ve tried multiple times with Iran and we’ll continue to try… but their behavior is what we’re responding to — and their behavior is they’re launching missiles and drones against ships.”
.@SecRubio: “You can’t have an MOU that’s alive if they’re violating the terms… The U.S. always remains open to a diplomatic solution. We’ve tried multiple times with Iran and we’ll continue to try… but their behavior is what we’re responding to — and their behavior is… https://t.co/SIYaJOeAHK pic.twitter.com/qv4THvFqRg
— Rapid Response 47 (@RapidResponse47) July 20, 2026
“Proposals were put forward by the mediators, we were informed of them, and we received them,” Iran’s Foreign Ministry spokesman Esmail Baghaei said during a press conference. “However, let me not go into details right now. The gist of the matter is that the diplomatic mission has been actively working these days, and some ideas from a number of mediators have reached us—yes, this is confirmed.”
FM Spox: Peace is not a luxury item stored away in the vault of int’l relations, waiting to be handed over. Rather, it is something that must be fought for. Peace comes at an exceptionally high price particularly in our region, where war is being normalized and forced upon us. pic.twitter.com/Ulpt2hPfl4
— IRNA News Agency ☫ (@IrnaEnglish) July 20, 2026
Still, Trump threatened to continue striking Iran should more U.S. forces be killed.
“Every time Iran kills an American Soldier they will pay for that killing many times over!” the president proclaimed on Truth Social. “This directive has been passed on to Secretary of War, Pete Hegseth, Chairman of the Joint Chiefs of Staff, Daniel Caine, and every Leader in the Military.”
There are no new peace talks scheduled and it remains unclear if they will be. Meanwhile, the new Houthi blockade could deeply complicate an already highly-precarious situation in the Middle East.
UPDATE: 4:50 PM EDT –
CENTCOM announced the start of the 10th consecutive day of strikes on Iranian targets.
“Today at 4 p.m. ET, U.S. forces began a new round of strikes against Iran at the Commander in Chief’s direction,” the command stated on X. “The strikes are designed to further degrade Iranian military capabilities used to attack commercial shipping in the Strait of Hormuz.”
Today at 4 p.m. ET, U.S. forces began a new round of strikes against Iran at the Commander in Chief’s direction. The strikes are designed to further degrade Iranian military capabilities used to attack commercial shipping in the Strait of Hormuz.
— U.S. Central Command (@CENTCOM) July 20, 2026
UPDATE: 9:59 PM EDT-
CENTCOM said it concluded the strikes at 9 PM ET.
“U.S. forces struck Iranian military command centers, maritime capabilities, missile and drone launch sites, and air defense systems to degrade Iran’s ability to continue attacking commercial vessels flowing through the Strait of Hormuz,” the command stated on X. “Commercial vessel transits through the vital international maritime corridor continue. Since early May, CENTCOM forces have helped facilitate the transit of approximately 900 commercial vessels and 450 million barrels of crude oil.”
U.S. Central Command (CENTCOM) announced it concluded another round of strikes against Iran at 9:00 p.m. ET on July 20, targeting military command centers, maritime capabilities, missile and drone launch sites, and air defense systems for the tenth consecutive night intending to… https://t.co/e6VYmo3vt6 pic.twitter.com/A6b0lMqn4B
— OSINTdefender (@sentdefender) July 21, 2026
Contact the author: howard@twz.com
Yemen’s Iran-backed Houthi rebels have announced a maritime blockade on Saudi Arabia after the two sides traded fire last week for the first time in years. Observers have described the announcement as a “significant military move” that threatens global trade.
Published On 20 Jul 202620 Jul 2026
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Majid Saeedi/Getty Images News
Iran accelerated oil exports through Asia after the United States temporarily eased restrictions in mid-June, allowing the country to move an estimated 70 million barrels of crude before sanctions were reinstated, The Wall Street Journal reported Sunday, citing analysts and shipping data.
Tehran, Iran – The United States has reinforced its naval blockade on Iran’s southern ports, amid the escalating military confrontation between them.
The US blockade on Iran was first imposed in mid-April and remained for over nine weeks. It was only lifted after the two sides signed a Memorandum of Understanding (MoU) in June to end four months of fighting and reopen the Strait of Hormuz.
Iran immediately began exporting tens of millions of barrels of crude oil, much of it stored on supertankers anchored close to its oil terminals. However, after the recent resurgence in military strikes over control of the Strait of Hormuz, Washington rescinded oil and banking waivers issued as part of the MoU and prevented vessels linked to Iran from returning to port to load more Iranian oil.
Since the MoU effectively fell apart due to recent strikes, US Central Command (CENTCOM) has redirected several ships operating in the Strait of Hormuz. It also launched a strike to disable the Curacao-flagged supertanker Belma, which had allegedly been transporting Iranian crude during the war.
Iran has also been accused of striking ships in the waterway, leading to the US bombing Iranian coastal areas.
Iranian authorities have acknowledged the previous blockade drastically reduced Iranian crude exports. Iran’s parliament speaker and chief negotiator, Mohammad Bagher Ghalibaf, said in a TV interview at the end of June that “we did not export even one barrel” during the blockade.
Energy analyst Hamidreza Shokouhi told Al Jazeera that the new US siege means that at least 1.5 million barrels per day of Iranian oil exports will be taken off the market. That has contributed to pushing oil prices up to around $90 per barrel and sustained conflict could cause further increases.
“That means more pressure on global strategic reserves, which have already been tapped during the war and are facing unprecedented pressure,” he said.
Washington’s insistence on vessels using the southern route of the Strait of Hormuz close to the coast of Oman for the duration of the MoU has contributed to the current military escalation, the analyst said.
Shokouhi noted that Iran responded to the siege by trying to ensure that no other regional country could export their oil via the strait, piling pressure on the US and its allies.
“When the US acts this way, Iran also moves in the direction of not prioritising the economy and using the leverage at its disposal,” Shokouhi said.
Seven nights of tit-for-tat strikes between the US and Iran have quickly escalated and intensified as the week progressed.
The attacks left a trail of destruction in both Iran and countries across the region, with Kuwait and Bahrain heavily targeted by Iranian missiles and drones in recent days.
The US military has also heavily targeted provinces across Iran, particularly areas in the south closer to the strait.
Civilian infrastructure – including bridges and tunnels, ports and dock facilities, power stations and water plants – have been systematically hit, along with military sites. Some have speculated that could be in preparation for a ground invasion of Iranian coastal regions.
The Aq Tekeh railway bridge in the northern Iranian province of Golestan was among the first targets to be struck by US forces last week after the fighting re-erupted.
Iranian authorities said damage to the bridge was quickly repaired, but the strike signalled US willingness to attack potential import-export routes to exacerbate the impact of the naval blockade.
Aq Tekeh is on the Gorgan-Incheh Borun line, which connects Iran to the east, including Turkmenistan, Russia and China. It is where food and other essentials are imported from Central Asia and Iranian goods are exported, such as iron ore and polyethylene.
The previous US naval blockade had also significantly impacted goods and markets in Iran, making everyday life for over 90 million people more difficult.
Although there were no widespread shortages of staples, Iran’s inflation rate – already one of the world’s highest – surged. The price of some basic foodstuffs, such as eggs, chicken and cooking oil, has more than tripled compared to a year ago.
Price increases have also damaged other sectors of the Iranian economy and industries.

“Our sales are very inconsistent. The market is struggling to find prices, there’s too much instability and uncertainty about the future,” said Borzou, a merchant dealing in industrial motors and equipment at Tehran’s Grand Bazaar.
“It looks like most distributors here are still tapping into imported inventories from before, we don’t know what to expect in a few months since many of these goods came through China and the UAE and not all can be imported through inland routes,” he told Al Jazeera.
There has also been intense pressure on the Iranian rial from the renewed military escalation and reimposition of the naval blockade.
The rial changed hands for over 1.93 million against the US dollar in Tehran’s open market on Saturday, the first day of the Iranian week, registering a new all-time low.
The Tehran Stock Exchange continued its downward trend over the past week, with its main index losing another 120,000 points or 2.4 percent on Saturday to stand at 4.77 million.
Iran’s armed forces have warned they will retaliate against any US strikes on Iran’s civilian infrastructure by attacking similar targets in regional countries hosting US military bases.
“Let’s not forget that the US and Israel started attacks against infrastructure, when they hit South Pars gas fields, Tehran’s oil depots and the petrochemicals in Mahshahr,” said energy analyst Shokouhi.
Utilising help from the Houthi group in Yemen, Tehran could also cause significant disruptions to shipping in the strategically important Bab al-Mandab strait off Yemen’s coast – if US President Donald Trump realises his threat to hit more civilian infrastructure in Iran such as power plants and bridges.
“Trump’s actions over recent months, and particularly over recent days, have only made the situation more intractable and the outlook more uncertain. The current situation cannot continue for much longer, but it is broadening the scope of the conflict and that is concerning,” Shokouhi said.
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Weekly insights and analysis on the latest developments in military technology, strategy, and foreign policy.
U.S. Central Command (CENTCOM) on Wednesday unleashed a new wave of strikes on Iranian targets. The attacks, on Iran’s Greater Tunb Island, came as the newly restored blockade on Iranian ports entered its first full day and the command began ordering ships headed to Iran to turn around. Meanwhile, Iran claims it damaged several U.S. military facilities in new rounds of missile and drone attacks in the region.
“CENTCOM launched precision munitions against coastal defense systems and cruise missile storage and launch sites on Greater Tunb Island during the 90-minute wave,” the command stated on X. “The strikes further degraded Iran’s ability to attack commercial shipping in the Strait of Hormuz.” The island, located at the western mouth of the Strait, sits about 30 miles south of the Iranian coast and about 50 miles northwest of the United Arab Emirates (UAE), which also lays claim to it, along with the Abu Musa and Lesser Tunb islands that Iran seized in 1971.
US Central Command carried out a 90-minute wave of strikes against coastal defense systems and cruise missile storage and launch sites on Greater Tunb Island on Wednesday, further degrading Iran’s ability to attack commercial shipping in the Strait of Hormuz, CENTCOM said. pic.twitter.com/8GpPtZKAIW
— Iran International English (@IranIntl_En) July 15, 2026
Greater Tunb Island was a frequent target during Operation Epic Fury. A little more than two miles across at its widest point, it hosts a “vast network of underground bunkers,” created by the Islamic Revolutionary Guard Corps (IRGC), according to the Israeli Alma Research and Education Center think tank. “These underground facilities are believed to be storing anti-ship missiles and other weapons threatening freedom of navigation and commerce through the Strait of Hormuz.”

In a subsequent X post, CENTCOM stated that since “restarting the naval blockade against Iranian ports 17 hours ago, U.S. forces have redirected 2 commercial vessels attempting to run the blockade. The U.S. military remains vigilant and prepared to ensure full compliance.”
Since restarting the naval blockade against Iranian ports 17 hours ago, U.S. forces have redirected 2 commercial vessels attempting to run the blockade. The U.S. military remains vigilant and prepared to ensure full compliance. pic.twitter.com/E00JAlmBua
— U.S. Central Command (@CENTCOM) July 15, 2026
In its announcement on Tuesday that the blockade had been reimposed, CENTCOM stated that there are “currently more than 20 U.S. Navy warships and hundreds of military aircraft operating across the Middle East. American forces remain vigilant, lethal, and ready.”
U.S. forces resumed the naval blockade against vessels transiting to and from Iranian ports and coastal areas today at 4 p.m. ET.
There are currently more than 20 U.S. Navy warships and hundreds of military aircraft operating across the Middle East. American forces remain… pic.twitter.com/ATRJHlLQNo
— U.S. Central Command (@CENTCOM) July 14, 2026
Control over the Strait has been at the center of most of the flare-ups of violence that have taken place after a shaky ceasefire was agreed to by the U.S. and Iran on April 8. They’ve often involved Iranian attacks on commercial shipping in the Strait followed by U.S. kinetic responses. However, these kinetic encounters have been intensifying over the past five days, leading President Donald Trump to order the resumption of the naval blockade on Iranian ports. It went into effect at 11:30 PM local time on Tuesday.
President Trump on the blockade on the Hormuz Strait: “I don’t think anybody should be able to charge a fee for the Strait or for any other Strait-relationship in terms of other sections of the world… but we were doing it as a reimbursement.” pic.twitter.com/ZNAdSa7wSl
— CSPAN (@cspan) July 14, 2026
As we have frequently noted, the blockade was lifted on June 17 when the U.S. and Iran signed a 14-point Memorandum of Understanding (MoU). The MoU provided a 60-day extension of the ceasefire to iron out an agreement to end fighting throughout the region, including Lebanon, prevent Iran from seeking nuclear weapons, end U.S. sanctions and resume the flow of traffic through the Strait of Hormuz, among other points.
Iran, as we noted earlier in this story, said it carried out a number of retaliatory strikes on Kuwait, Bahrain and Jordan as it has over the past five days. All three nations host an array of U.S. military facilities.
The Iranian Army’s public relations office said it “launched a seventh wave of drone strikes on U.S. bases in the region on Wednesday, targeting F-18 facilities and support infrastructure at al-Azraq in Jordan,” Iran’s official Mehr news outlet stated on Wednesday. The strikes “were part of ‘Operation Thunderbolt’ and followed six earlier waves of drone attacks on U.S. positions since the American violation of the ceasefire and the start of ‘brutal attacks’ on Iranian territory.”
The Iranian army launched a seventh wave of drone strikes on U.S. bases in the region on Wednesday, targeting F-18 facilities and support infrastructure at al-Azraq in Jordan.https://t.co/hpqsv0WImA
— Mehr News Agency (@MehrnewsCom) July 15, 2026
TWZ cannot independently confirm Iran’s claims and CENTCOM declined comment.
“Jordan’s military intercepted three Iranian missiles,” The New York Times reported, citing a statement carried by the official Petra news agency. “The Kuwait Army said earlier that its air defenses were intercepting hostile targets, while Bahrain’s interior ministry said warning sirens had been activated. None of the countries have reported damage or casualties from strikes on Wednesday.”
However, images and videos have emerged online purporting to show damage at several installations in the wake of Iranian attacks over the past several days.
The following post on X uses satellite imagery from Iranian state media to claim damage to an anti-drone radar system at Prince Hassan Air Base in Jordan; however, its low resolution makes it hard to confirm that claim.
Video shared on social media and verified by The New York Times showed an Iranian drone hitting the area surrounding an already burning warehouse in Kuwait late on Tuesday night local time.
“The IRGC claimed that the warehouse in Mina Abdulla was a logistics and supply hub for U.S. forces in the region,” the publication noted.
Iranian officials also claimed that “seven members of the 388th Iranshahr Brigade, including permanent personnel and conscripts, were killed during a U.S. strike on one of the Iranian Army Ground Force bases in Bampur early on Wednesday,” according to the IRGC-connected Tasnim news outlet.
Located in southern Iran, Bampur is about 120 miles north of the Gulf of Oman. TWZ cannot verify these claims either.
Seven personnel of Iran’s Army Ground Force were martyred after the US military launched a missile attack on an Army base in Bampur, in the southeastern province of Sistan and Baluchestan, the Army said, vowing a decisive response to the “heinous crime.”https://t.co/v8v7DwAps3 pic.twitter.com/kED98QGljV
— Tasnim News Agency (@Tasnimnews_EN) July 15, 2026
This latest wave of strikes came after Trump on Tuesday warned that the U.S. would strike bridges and power plants in Iran “next week” unless Tehran returns to the negotiating table.
“We’re going to hit them very hard tomorrow night,” Trump proclaimed in an interview with Fox News. “We’re going to hit them very hard the night after, and then next week it gets really bad for them, because next week comes the power plants. Next week comes the bridges. We’re going to knock out all their power plants. We’re going to knock out all their bridges unless they get to the table and negotiate.”
PRESIDENT TRUMP: “Ultimately, we’ll hit energy targets in Iran. Next week comes the bridges. We’re going to knock out all of their power plants. We’ll knock out all of their bridges unless they get to the table and negotiate” pic.twitter.com/CwbiDxHcwx
— Open Source Intel (@Osint613) July 14, 2026
The U.S. leader also rescinded his threat to impose a 20% toll on Strait of Hormuz transits.
“I was called by different people, different countries, kings and emirs,” Trump said Tuesday, shortly after announcing the fee reversal. “And they’ve said, ‘We’d love to do it a different way. We’d love to invest in the United States with billions and billions of dollars. I like that actually because I don’t think anybody should be able to charge a fee for the Strait or for any other strait.”
President Trump said Tuesday he changed his mind on charging 20% Strait of Hormuz cargo fees after many countries called him.
“I was called by different people, different countries, kings and emirs,” Trump said shortly after announcing the fee reversal. “And they’ve said, ‘We’d… pic.twitter.com/8IaHfltzKT
— CBS News (@CBSNews) July 14, 2026
Trump, as we reported yesterday, has also again raised the specter of a strike on a very hardened Iranian nuclear facility known as Pickaxe Mountain, saying it is ripe for a “nice big fat shot right in the front door.” You can read more about that in our deep dive here.
Trump’s Threat To Strike Iran’s Pickaxe Mountain Bunker’s “Front Door” Underscores Targeting Challenges
Pickaxe Mountain is Iran’s hardest-to-reach facility and Trump saying he may take a “shot right in the front door” wasn’t likely just small talk.https://t.co/SsDnvtAGXZ
— TWZ (@thewarzonewire) July 14, 2026
Iranian officials on Wednesday reacted to Trump’s statement about attacks on bridges and power plants, saying that: “Wherever the Americans strike, our Armed Forces will respond in the same manner.”
In addition, the Islamic Republic has no intention of returning to the bargaining table, Foreign Ministry spokesperson Esmaeil Baghaei told Iranian media on Wednesday.
“We currently have no plans for negotiations and remain focused on defending the country,” Baghaei told reporters.
⚡️BREAKING
Iran’s Deputy Foreign Minister on the U.S. striking Power Plants and Bridges:
“Wherever the Americans strike, our Armed Forces will Respond in the same Manner
This Strategy by Washington has already Failed once” pic.twitter.com/PiYymrgeqk
— Iran Observer (@IranObserver0) July 15, 2026
While Trump and Iran are ramping up the rhetoric, there is also tremendous global and domestic pressure on the American leader to refrain from expanding the fighting. In just one example of that playing out, the per barrel price of Brent crude jumped from a recent low of just over $75 a barrel on July 13 to more than $84 a barrel this morning as the attacks are intensifying.
Meanwhile, the MarineTraffic maritime tracking organization reported a slight uptick in Strait of Hormuz transits yesterday. However, the outlook for future traffic is grim given the unfolding security situation, including the renewed blockade, the organization posited.
Strait of Hormuz risks deepen despite slight rise in crossings
Vessel activity through the Strait of Hormuz increased slightly on 14 July, with 21 confirmed crossings recorded, according to #MarineTraffic data. Commercial traffic accounted for most movements, including vessels… pic.twitter.com/oIkrtu2kGl
— MarineTraffic (@MarineTraffic) July 15, 2026
Trump also faces domestic headwinds, with the November mid-term elections fast approaching and the conflict is unpopular among American voters.
Still, the fighting rages on, and the fact that the U.S. Navy is once again forcing ships away from Iran is a significant step back up the escalation ladder given that the now tattered MoU called for the blockade to end. We will continue to monitor this situation and provide updates when warranted.
UPDATE: 3:22 PM EDT –
CENTCOM announced new strikes against Iranian targets.
“At 3 p.m. ET, U.S. forces launched operations for a second wave of strikes today against Iran,” the command stated on X. “The strikes are targeting Iranian military capabilities used to threaten vessels freely transiting through the Strait of Hormuz, an international waterway vital to global commerce. The U.S. military is holding Iran accountable at the Commander in Chief’s direction.”
At 3 p.m. ET, U.S. forces launched operations for a second wave of strikes today against Iran. The strikes are targeting Iranian military capabilities used to threaten vessels freely transiting through the Strait of Hormuz, an international waterway vital to global commerce. The…
— U.S. Central Command (@CENTCOM) July 15, 2026
UPDATE: 5:12 PM EDT –
For the first time since resuming the blockade, U.S. forces today fired on a ship trying to run it, CENTCOM stated on X. The Curacao-flagged M/T Belma, an unladen oil tanker, was transiting international waters, headed toward Iran’s Kharg Island terminal, when it “ignored multiple warnings as it attempted to violate the U.S. blockade,” according to the command. “A U.S. aircraft disabled the vessel after firing Hellfire missiles into the ship’s smokestack. The ship is no longer transiting to Iran.”
During the previous blockade CENTCOM said it “kinetically disabled” nine ships trying to run it.
U.S. Central Command says it disabled the Curaçao-flagged tanker M/T Belma as it sailed toward Iran’s Kharg Island earlier today.
CENTCOM said the unladen vessel ignored repeated warnings before a U.S. aircraft fired Hellfire missiles into its smokestack, stopping it from… pic.twitter.com/zLFHGAOsn7
— Osint World (@OsiOsint1) July 15, 2026
UPDATE: 10:17 PM EDT –
CENTCOM announced it concluded a third wave of strikes against Iranian targets today.
The strikes ended at 9 p.m. ET on July 15, the command stated on X.
“U.S. forces struck Iranian command centers, air defense sites, missile and drone capabilities, and coastal surveillance facilities to further degrade Iran’s ability to threaten innocent mariners crewing commercial vessels transiting the Strait of Hormuz,” CENTCOM explained, adding that its forces “used precision munitions to hit targets in multiple locations including Bandar Abbas.”
U.S. military:
“U.S. Central Command (CENTCOM) ended an evening wave of strikes against Iran at 9 p.m. ET on July 15.
U.S. forces struck Iranian command centers, air defense sites, missile and drone capabilities, and coastal surveillance facilities to further degrade Iran’s… pic.twitter.com/6Bx5YZtAoP
— Open Source Intel (@Osint613) July 16, 2026
Contact the author: howard@twz.com
The TWZ Newsletter
Weekly insights and analysis on the latest developments in military technology, strategy, and foreign policy.
Following hints last week and an announcement on Monday by President Donald Trump, the U.S. blockade of Iran is back on in full force. U.S. Central Command (CENTCOM), in its latest update, stated that two commercial vessels were redirected and one was kinetically disabled in the first 24 hours. More than 20 U.S. warships, depicted in the graphic above, are operating in the Arabian Sea and Indian Ocean, along with hundreds of aircraft dispersed across various bases, vessels, and forward arming and refueling points in the Middle East. “The U.S. military remains vigilant and prepared to ensure full compliance,” CENTCOM said.

The mechanics of the reinstated blockade appear to mirror the first, which CENTCOM outlined in an article published on X. “CENTCOM forces will enforce the blockade against vessels transiting to or from Iranian ports and coastal areas. The U.S. military continues to support traffic flow through regional waters for all vessels not violating the blockade.” Additional information was provided to commercial mariners in a formal notice issued by U.S. Naval Forces Central Command (NAVCENT). “The blockade encompasses the entirety of the Iranian coastline to include but not limited to Iranian ports and oil terminals.” The blockade applies to all traffic, regardless of flag, according to the notice, but “will not impede neutral transit passage through the Strait of Hormuz to or from non-Iranian destinations.”

The U.S. maintains a considerable naval presence, centered around two carrier strike groups (CSG) that have been operating in the northern Arabian Sea for months. Both carriers, USS Abraham Lincoln and USS George H.W. Bush, are each escorted by up to three guided-missile destroyers, with one serving as the Integrated Air and Missile Defense (IAMD) Commander. An additional seven destroyers from surrounding combatant commands are also independently deployed, as well as one guided-missile cruiser, USS Princeton, a littoral combat ship, USS Tulsa, and an expeditionary sea base (ESB), USS Miguel Keith. The independent destroyers serve multiple missions and are often attached and operate with other major naval assets, including the Amphibious Ready Groups (ARG) and ESBs.

Two ARGs with Marine Expeditionary Units (MEU) embarked are also underway in the Arabian Sea and Indian Ocean. Amphibious assault ship USS Boxer, dock landing ship USS Comstock, and amphibious transport dock USS Portland sailed into U.S. 5th Fleet in early July. The Tripoli ARG, which had been operating in the CENTCOM area of responsibility (AOR) since March, moved deeper into the Indian Ocean and entered the U.S. Pacific Command (PACOM) AOR. The group is composed of USS Tripoli, USS New Orleans, and USS Rushmore.

The U.S. employed several different methods to kinetically disable Iranian-linked commercial vessels that failed to comply during the first blockade. In April, USS Spruance fired shots from her 5-inch Mk 45 gun into the engine room of the Iranian cargo ship M/V Touska. The following month, an F/A-18 Super Hornet launched from USS Abraham Lincoln disabled M/T Hasna by opening fire on its rudder with a 20mm cannon. U.S. aircraft fired two Hellfire missiles into the engine room of M/T Jalveer in June as she attempted to transport oil from Iran through the Gulf of Oman.
“Enforcement actions include disabling and destructive fires upon vessels who do not demonstrate immediate compliance with blockading/boarding forces,” NAVCENT warned in the notice to mariners. On July 15, U.S. aircraft fired Hellfire missiles into the smokestack of M/T Belma, an unladen Curacao-flagged oil tanker in international waters attempting to sail toward Kharg Island, according to CENTCOM.
Additional Navy ships are operating in adjoining regions, and not pictured in the graphic, according to ship spotters, public AIS, and satellite imagery. At least one destroyer, USS Gonzalez, is operating in the Red Sea under U.S. 5th Fleet. Further north, in the Mediterranean Sea, four destroyers are deployed. Three of the four, USS Roosevelt, USS Arleigh Burke, and USS Paul Ignatius, are forward deployed out of Rota, Spain, and USS Thomas Hudner is homeported in Mayport, Florida.
The U.S. submarine force is not shown in the graphic but elements of it are present in the CENTCOM theater. At least two fast-attack submarines are operating with the CSGs, and potentially more are on independent deployments and protecting assets like the ARG. A guided-missile submarine, which can be loaded with 154 Tomahawk cruise missiles and Navy SEALs, is also often prowling the region, too.
Blockade 1.0 was lifted when the Islamabad Memorandum of Understanding (MOU) was signed by both parties on June 17, but the blockading forces never left the region, and U.S. naval force posture has been unchanged since. At this point, however, the MOU is worth little more than the paper it was written on, as both sides have effectively declared it dead.
Note: Positions are general approximations.
Contact the author: ian.ellis-jones@teamrecurrent.io

June 18 (UPI) — The U.S. military on Thursday lifted naval blockades in the Persian Gulf and Gulf of Oman, with reports showing that shipping vessels have departed the region through the Strait of Hormuz.
U.S. Central Command said in a series of posts on X that, following direction from President Donald Trump, blockades on maritime traffic along the coasts of Iran have ended.
Centcom noted, however, that the U.S. Navy will stay in the “general area” to be sure that “all aspects” of the peace agreement signed by the United States and Iran “are adhered to, obeyed and in full force and effect.”
Trump signed the agreement Wednesday at the Palace of Versailles in France after the G7 Summit wrapped up, which included among its 14 points reopening the Strait of Hormuz, which is a vital shipping route for the region and much of the world.
Iranian President Masoud Pezeshkian had signed the deal earlier in the day.
“American forces are not impeding the transit of vessels to or from Iranian ports,” Centcom said in one of the posts on X on Thursday.
“All U.S. military blockade efforts have ceased,” it said.
At least 12 energy tankers transited the Strait on Thursday, reopening a sailing route through which roughly 20% of the world’s oil supply is shipped around the globe, CNBC and the New York Post reported.
Among the vessels that transited the Strait were three Saudi Arabian supertankers, which together are carrying six million barrels of crude oil and are the kingdom’s first tankers to sail the shipping route since before the three-month-long U.S.-Iran war launched in February.
Vice President JD Vance also told reporters that more than 12 million barrels of oil had shipped through the Strait overnight Wednesday after the deal had been signed.
The TWZ Newsletter
Weekly insights and analysis on the latest developments in military technology, strategy, and foreign policy.
Though the U.S. and Iran have reached a preliminary agreement to end the war, the U.S. naval blockade of Iranian ports remains in place, a source familiar with operations told TWZ on Monday morning. The statement offers additional clarity to comments President Donald Trump and Iranian officials have made about the deal and its impact on shipping.
Meanwhile, shipping companies, the U.N. and a maritime security company tell us they are taking a wait-and-see attitude before changing current operations or offering advice to do so. As Trump noted over the weekend, the Strait needs to be fully de-mined while Iranian officials say they will still impose fees for transit.
“The blockade is ongoing and is expected to remain in place until the signing [of the memorandum of understanding] on Friday,” the source, speaking on condition of anonymity to discuss operational details, told us.

The official declined to tell us whether that means the U.S. will fire on vessels trying to run the blockade or turn ships back, as they have in the past.
As of June 12, U.S. Central Command (CENTCOM) said it disabled nine vessels trying to run the blockade and redirected 139 others. You can read more about how those ships were disabled here.
U.S. forces continue to strictly enforce the blockade against Iran. CENTCOM has redirected 139 compliant commercial ships and disabled 9 non-compliant vessels since April 13. pic.twitter.com/Sl8x1fF2wM
— U.S. Central Command (@CENTCOM) June 12, 2026
Iran’s reopening of the Strait of Hormuz, combined with the U.S. ending the blockade that went into effect on April 13, is a major component of the U.S.-Iran agreement. Iran closed the Strait to most shipping after it was attacked by the U.S. and Israel on Feb. 28. As we have frequently reported, that had a cascading effect on the global economy, sending oil prices higher.
President Trump says a historic peace agreement is set to be signed Friday in Switzerland after more than 100 days of war. The deal is expected to reopen the Strait of Hormuz, allowing oil to flow again and, according to Trump, helping bring peace and security to the region.… pic.twitter.com/EUh0rSSyeV
— Breaking911 (@Breaking911) June 15, 2026
During a press conference and in a message on Truth Social, Trump on Monday said the Strait of Hormuz was already “partially opened.”
“Ships are starting to move, many loaded up with Oil, out of the Strait of Hormuz,” the president said on his social media site. “They are going along the Southern ‘Highway,’ which is totally safe, secure, and pristine. There are other areas of travel, also!!!”
“Ships are starting to go out now,” Trump added later at a press conference in France. “By Friday it will completely opened.”
As we previously reported, ships had been transiting the Strait via a southern route close to the United Arab Emirates and Oman under the overwatch of the U.S. military. Last week, Trump revealed that the U.S. had enacted a secret plan to get hundreds of ships out of the Strait; however, that still pales in comparison to the number of ships transiting before the war broke out.
NOW: Trump on Iran:
The strait is already partially open… by Friday, it will be completely open.
We get along really well with Iran. pic.twitter.com/LKrGvK529C
— Clash Report (@clashreport) June 15, 2026
As for the blockade, Iranian officials on Monday said it was their understanding it would be lifted right away.
“Under the agreements reached, the war and military operations on all fronts, including Lebanon, will come to an immediate and permanent end beginning tonight,” the Secretariat of Iran’s Supreme National Security Council stated early Monday morning EDT, according to Iran’s official IRNA media outlet. “Furthermore, the naval blockade against Iran will be lifted immediately and completely.”
Also on Monday, Iran’s Foreign Ministry Spokesman, Esmail Baghaei, said the country will continue to charge vessels transiting the Strait for services rendered.
“According to the MoU, Iran and Oman will be responsible for managing passage through the Strait of Hormuz,” he stated. “Iran is not seeking to impose tolls. However, in return for navigation services, environmental protection, insurances and other maritime services, Iran will collect the necessary fees.”
JUST IN: Iran’s Foreign Ministry Spokesman, Ismael Baqaei on the Strait of Hormuz:
“According to the MoU, Iran and Oman will be responsible for managing passage through the Strait of Hormuz.
Iran is not seeking to impose tolls. However, in return for navigation services,… pic.twitter.com/HrpmE9kKtc
— Sulaiman Ahmed (@ShaykhSulaiman) June 15, 2026
A day earlier, Trump addressed the blockade in two statements on his Truth Social site.
“This Great Deal will bring Peace and Security to the whole Region. Many presidents have tried to make Peace with Iran, and all have failed before me,” the president said in the second of the two posts, issued at 6:27 P.M. EDT. “The Leaders of the Region have, for the first time, found a President who can help them achieve real Peace. With the opening of the Strait upon the signing of the Deal on Friday, for purposes of mine removal, oil will flow on both ends again for the Region, and the World!”
A little less than an hour earlier, Trump said he was authorizing “the immediate removal” of the blockade.
“The Deal with the Islamic Republic of Iran is now complete. Congratulations to all! I hereby fully authorize the toll free opening of the Strait of Hormuz, and, simultaneously herewith, authorize the immediate removal of the United States Naval blockade. Ships of the World, start your engines.”
We reached out to the White House for further clarification.
Though both Trump and Iranian officials have weighed in on this deal, much about it remains unknown, something Vice President JD Vance explained Monday morning.
Vance told CNBC’s “Squawk Box” program that though the U.S. and Iran struck a preliminary deal, there are “a lot” of details that remain to be ironed out, but he expressed confidence that America has “all the cards” in subsequent talks.
Vance told the network that Iran’s foreign minister Abbas Araghchi is expected to be involved in those upcoming discussions — as well as its parliamentary speaker, Mohammad Bagher Ghalibaf. He is a hard-liner, Squawk Box noted, whose participation could signal that the regime’s conservative faction is on board with the deal.
“The agreement reached Sunday would extend the U.S.-Iran ceasefire for 60 days and set up a framework for future negotiations about Tehran’s nuclear program and other key issues,” CNBC further explained. “The preliminary deal has yet to be signed and its text has not been released.”
The sides have given themselves “60 days to reach a technical agreement on how to down-blend Iran’s highly enriched uranium and both freeze and monitor its nuclear program going forward,” Axios reported. “That’s a tall order given how difficult it was to reach the much less detailed memorandum of understanding.”
The U.S. “insists Iran is incentivized to reach a final agreement because sanctions relief and access to frozen funds depend on progress on the nuclear front,” Axios added. “Some hawks in the U.S. and Israel worry there will never be a final deal and the war will end with the nuclear questions unresolved.”
Trump told the New York Times on Sunday afternoon that the agreement he had reached with Iran would ultimately assure that the Strait of Hormuz was “permanently toll-free,” a seeming sticking point with Iranian expectations as we discussed earlier in this story.
Trump also insisted that if Iran failed to reach a final nuclear accord with the United States, he would restart military attacks on Tehran or make the United States “the guardian of the Middle East” in return for 20 percent of the region’s revenues.
Given that the U.S. began building up forces in the region in January, many of the ships, aircraft and troops will have to retrograde out of the CENTCOM area of responsibility in the coming weeks. So exactly what the American footprint will be in the CENTCOM area of responsibility in two months is questionable.
There is also massive global and domestic political pressure to end the war, which, as we noted earlier, has created economic upheaval around the world. Moreover, the conflict has not been popular at home, and American voters go to the polls in November for the midterm Congressional elections with Trump’s Republican party struggling to maintain control. Starting the war again, especially knowing how it went this time around and failed to deliver a deal on top of it, would see these pressures magnify.
President Donald Trump tells the New York Times if Iran failed to reach a final nuclear accord with the United States, he would restart military attacks on Tehran. pic.twitter.com/kuCpXU3WUv
— Al Arabiya English (@AlArabiya_Eng) June 15, 2026
Regardless of the diplomatic breakthrough, shipping companies tell us that they are not changing course when it comes to transiting the region.
“The announced agreement is a welcome and positive development, but publicly available details are still limited, and it is too early to assess how it will impact logistics and maritime operations in the Middle East,” a spokesperson for Maersk told us. “At this stage, there are no changes to our operations in the region.”
A spokesperson for Hapag-Lloyd expressed similar sentiments.
“The latest developments give reason to hope that the security situation in the Strait of Hormuz will improve,” the spokesperson told us. “We are currently reviewing the information available and are in close contact with relevant authorities and our security partners. At this stage, our risk assessment remains unchanged and the Strait of Hormuz remains closed for Hapag-Lloyd transits until further notice. The safety of our crews and vessels, and the security of our customers’ cargo, remain our highest priority.”
The U.N.’s International Maritime Organization (IMO) told us that it too was waiting for further details to emerge before offering any concrete new advice to commercial vessels sailing in the region.
“Details of the agreement are due to be released, which will provide more clarity on how restoring full trade can return through the Strait of Hormuz,” IMO told us.
The organization “is working with relevant countries, particularly Oman, Iran and the rest of the coastal States, on the safe route to be used for the evacuation of seafarers on trapped vessels and for trade to resume,” IMO added. “We are assessing the feasibility for vessels to transit and conduct the trade safely and securely, avoiding possible hazards like mines as well as congestion which could lead to accidents.”
I welcome with great satisfaction the peace agreement reached. A first step to restoring safety in this vital corridor,particularly for our seafarers. And for IMO to advance the evacuation plan, which requires safety & security guarantees from all parties. https://t.co/uBCjkD84wy pic.twitter.com/PoQH4Q1vlq
— Arsenio Dominguez (@IMOSecGen) June 15, 2026
An official with the Ambrey maritime security company said there is still a long way to go before commercial vessels can navigate these waters securely.
“The proposed deal still requires meaningful implementation across multiple governments, which will take time,” Joshua Hutchinson, a former Royal Marine commando now serving as the company’s Managing Director of Risk and Intelligence, told us. “Furthermore, over 1,000 vessels remain in the Persian Gulf, and the threat of mines looms; clearing such a large number of vessels will take several months of coordination.”
In addition, “reports say that the agreement will allow the Iranian Maritime Authority to retain control of the Strait of Hormuz through a clearance system, and, for the time being, this will be one of the major concerns that ship operators and owners need to understand,” Hutchinson added.
Another factor in all this remains Israel. Officials in Jerusalem have stated that they will not withdraw from southern Lebanon and will continue to strike Hezbollah targets they deem necessary. The Israeli airstrike on a Hezbollah site in Beirut on Sunday reportedly almost derailed the announcement of the MOU, with an Iranian missile attack on Israel scrubbed at the last moment.
BREAKING: Israel won’t withdraw from land seized in Lebanon, Syria and Gaza, its defense minister says, hours after an interim Iran-U.S. deal was announced. Israel Katz’s remarks are the first official Israeli comments since the announcement. https://t.co/KdVpD2iaxq
— The Associated Press (@AP) June 15, 2026
Though the preliminary agreement marks the biggest diplomatic breakthrough since hostilities began, there is still a long way to go until Friday in a region known for its volatility. As we have previously reported, several rounds of tit-for-tat attacks between the U.S. and Iran threatened to derail the shaky ceasefire in the past.
Even if Friday’s milestone signing should be reached, questions still remain about whether peace will ultimately be achieved. Given everything at stake, the world awaits warily to see what happens next.
Contact the author: howard@twz.com

Protesters hold a rally in Seoul, South Korea, 06 June 2026, denouncing ballot paper shortages at some polling stations during the 03 June local elections and demanding a revote. Photo by YONHAP / EPA
June 8 (Asia Today) — A protest blockade outside a vote-counting site in Seoul’s Jamsil area entered its fourth day Monday, as demonstrators demanding a revote over a ballot shortage during the June 3 local elections increasingly raised claims of election fraud.
Until the weekend, protesters had mostly focused on voting rights and calls for a revote. By Monday, however, the atmosphere outside the Olympic Park Handball Gymnasium in Songpa District had shifted, with chants of “election fraud” mixed with demands for a new election.
At about 9 a.m., protesters could be heard chanting “fraudulent election, revote.” South Korean flags were visible throughout the crowd, along with many U.S. flags. Some protesters carried signs reading “Stop the Steal,” a slogan associated with challenges to the 2020 U.S. presidential election results.
One participant who said he had been at the site for four days said the mood began changing Sunday night as the size of the crowd grew and different groups joined the protest.
Police informally estimated that about 1,600 people were gathered near the gymnasium at 11 a.m., down sharply from about 8,000 around midnight. The age makeup also appeared to change. People in their 20s accounted for about 30% of the weekend crowd, while those in their 60s or older made up the largest share Monday morning, at 26.2%.
Tensions also rose among protesters. Some who insisted the crowd should only demand a revote were accused by others of being infiltrators from the Korean University Progressive Union, a left-leaning student group.
A brief scuffle broke out around 10:20 a.m. after six members of South Korea’s under-20 women’s national handball team entered the gymnasium to retrieve equipment stored inside before the World Championship in Shanxi, China, on June 24.
Police asked protesters to allow the athletes to enter. The athletes came out about four minutes later with their equipment, but some protesters tried to inspect the bags, saying ballot papers might be hidden inside. One person even demanded that the athletes remove their socks for inspection.
When another protester tried to stop the inspection, others accused him of being linked to the student group and a brief physical confrontation followed.
Revote seen as unlikely
Legal experts say a revote remains unlikely. Under the Public Official Election Act, a revote would require confirmation of a serious legal violation that could have affected the election result and a court ruling invalidating the election.
Legal observers widely say the ballot shortage may be considered a serious failure in election management, but it would be difficult to treat it immediately as grounds to invalidate the entire election.
The government is also focusing more on determining the facts and punishing those responsible than on discussing a revote.
President Lee Jae Myung expressed regret Sunday over the ballot shortage, saying the people’s right to vote is a constitutional right that must not be restricted or violated for any reason. He ordered a thorough investigation and punishment of those responsible and asked the National Assembly to pursue a parliamentary investigation. He did not comment separately on whether a revote should be held.
A joint investigation team involving prosecutors and police was formed Sunday. The investigation is expected to focus on whether election officials neglected their duties and who should be held responsible for the management failure.
The Seoul Metropolitan Police Agency’s serious crimes unit said Monday it had secured a group chat room used by election workers and was checking the facts with officials and citizens who were unable to vote because of the ballot shortage.
Political discussions on institutional reform are also continuing. Rep. Han Dong-hoon, an independent lawmaker, said Monday he plans to propose revisions to strengthen outside oversight of the National Election Commission and improve management of election commission employees.
Some lawmakers from both ruling and opposition parties have also raised the need for a parliamentary investigation and possible independent counsel probe.
The People Power Party said Monday it will file an election petition, a preliminary step before a lawsuit seeking to invalidate the Seoul mayoral election. The party plans to recruit 63 Seoul residents as joint petitioners by Wednesday and file the petition Thursday.
— Reported by Asia Today; translated by UPI
© Asia Today. Unauthorized reproduction or redistribution prohibited.
Original Korean report: https://www.asiatoday.co.kr/kn/view.php?key=20260608010002643

Iranian exports of oil and condensate sank to the lowest level in at least six years in May, falling below 300K bbl/day, as the U.S. naval blockade of the Strait of Hormuz choked shipments and left tens of millions of barrels stranded at
The TWZ Newsletter
Weekly insights and analysis on the latest developments in military technology, strategy, and foreign policy.
President Donald Trump on Friday announced he was lifting the U.S. blockade on Iranian ports enacted last month. The move comes amid media reports and administration messaging that Washington and Tehran appear to be drawing closer to a deal that could lead to ending the conflict. Iranian officials have rejected that notion. TWZ cannot confirm either side’s assertions.
“Ships caught in the Strait due to our amazing and unprecedented Naval Blockade, which will now be lifted, may start the process of ‘heading home!’” Trump proclaimed on Truth Social, referring to the Strait of Hormuz. The strategic chokepoint has been largely closed to most traffic by Iran since not long after the launch of Epic Fury on Feb. 28.
Trump’s comments may reflect a still unsigned Memorandum of Agreement with Iran that paves the way for reopening the Strait and is designed to create negotiating space to deal with the larger issues of Iran’s nuclear ambitions.
“Iran must agree that they will never have a Nuclear Weapon or Bomb,” the U.S. leader added. “The Hormuz Strait must be immediately open, no tolls, for unrestricted shipping traffic, in both directions. All water mines (bombs), if any, will be terminated (we have removed, through detonation, numerous such mines with our great underwater mine sweepers. Iran will complete the immediate removal and/or detonation of any mines that are left, which will not be many!).”
Last month, the head of U.S. Central Command stated that he was deploying uncrewed underwater vehicles (UUVs) to the region for the counter-mine effort. UUVs are a critical part of modern minesweeping operations.
“The Strait of Hormuz is an international sea passage and an essential trade corridor that supports regional and global economic prosperity,” Admiral Brad Cooper said in an April 11 media release. “Additional U.S. forces, including underwater drones, will join the clearance effort in the coming days.”
The Navy has various types of uncrewed undersea vehicles, remotely operated vehicles and an airborne mine neutralization system to perform mine sweeping operations. You can read more about these systems and how they work in our story about minesweepers here.
Knifefish Surface Mine Countermeasure (SMCM) Unmanned Undersea Vehicle (UUV)
Trump ordered the blockade on April 13 to create economic pressure on Iran by limiting its ability to export oil or import needed weapons or other materiel.
“As of May 29, 115 commercial vessels have been redirected to ensure no commerce enters or leaves Iranian ports,” CENTCOM said in a post Friday morning about an hour before Trump made his announcement about the blockade.
U.S. forces continue to enforce the blockade against Iran. As of May 29, 115 commercial vessels have been redirected to ensure no commerce enters or leaves Iranian ports. pic.twitter.com/ioKe4A6p7T
— U.S. Central Command (@CENTCOM) May 29, 2026
Trump did not spell out the mechanics for ending the blockade and CENTCOM declined to say what Trump’s announcement means for the assets arrayed around the region to enforce it. The command referred us to the White House, which did not immediately respond to a request for comment.
It is also unclear why Trump would lift the blockade at such a critical time, before any agreement is signed. According to various media reports, such a move would have been in conjunction with Iran easing its restrictions on Strait shipping. However, Iranian officials have insisted that has yet to happen. In essence, the U.S. lifting the blockade on Iran would do nothing for mariners trapped in the Persian Gulf unless Iran also lifts its threats to attack ships transiting the waterway without its permission.
According to Axios, the memorandum between Iran and the U.S. calls for the following:
The U.S. will commit to discuss sanctions relief and the release of frozen Iranian funds as part of the negotiations, the publication added.
In addition to stating that he lifted the blockade, Trump also claimed in his Truth Social post that the U.S. and Iran reached an understanding on Tehran’s supply of highly enriched uranium.
“The enriched material, sometimes referred to as ‘Nuclear Dust,’ which is buried deep underground with virtually collapsed mountains, caused by our powerful B2 Bomber attack 11 months ago, sitting on top of it, will be unearthed by the United States (which, it is agreed, is the only Country, along with China, with the mechanical capability of doing so!), in close coordination and conjunction with the Islamic Republic of Iran, plus the International Atomic Energy Agency, and DESTROYED. No money will be exchanged, until further notice,” Trump asserted. “Other items, of far less importance, have been agreed to.”
Iranian officials have rejected Trump’s claims.
“No final understanding has been reached between Iran and the US so far,” according to the Islamic Revolutionary Guard Corps (IRGC)-connectedTasnim News Agency.
“Trump’s post follows his usual pattern of one-sided, self-aggrandizing statements,” the outlet added. “His claims about lifting the naval blockade should be viewed with skepticism—and even if implemented, it would merely mark the cessation of one ceasefire violation, as the blockade should never have been imposed in the first place.”
“Trump’s nuclear claims are baseless, as no details on that issue have been discussed,” Tasnim posited. “His insistence on not releasing Iran’s blocked funds only deepens Tehran’s doubts about Washington’s seriousness.”
No final understanding has been reached between Iran and the US so far, according to Tasnim News Agency.
According to the report, Trump’s post follows his usual pattern of one-sided, self-aggrandizing statements. pic.twitter.com/bRDZfjGT7K
— Press TV 🔻 (@PressTV) May 29, 2026
In his post, Trump said that he “will be meeting now, in the Situation Room, to make a final determination,” on the agreement with Iran.
This is a developing story.
UPDATE: 2:36 PM EDT –
Trump “left a two-hour meeting on a possible deal with Iran without making a decision,” The New York Times reported, citing a senior administration official.
The administration “believes it is close to an agreement but there are still certain matters being debated including the unfreezing of funds for the Iranians,” the newspaper added.
NYT: “President Trump’s meeting in the Situation Room lasted about two hours, but the president did not reach a decision on any new deal with #Iran, according to a senior administration official who spoke on condition of anonymity to speak about internal deliberations.
“The…
— Jason Brodsky (@JasonMBrodsky) May 29, 2026
In the wake of Trump’s claims and media reports about negotiations with Iran, some positive economic news is emerging
“Stocks rose in afternoon trading on Wall Street Friday, adding to the all-time highs they set a day earlier,” CBS News reported. “The S&P 500 rose 0.2% Friday. The index is coming off six gains in a row and is headed for a ninth straight winning week, which would be the longest such streak since 2023.”
The Dow Jones Industrial Average “rose 382 points, or 0.8%, as of 12:01 p.m. Eastern,” the outlet added. “The Nasdaq composite rose 0.2%. Every major index is on track for records and to close out May with solid gains.”
Of course, all that could change should talks break down and major hostilities resume.
“U.S. stock markets are surging toward new records as of May 29, 2026, driven by breakthrough reports of a potential $300 billion peace and reconstruction framework between the U.S. and Iran”
— Don Keyhoty🇺🇸🇺🇦🇩🇰🇮🇪 (@dkearnsjr) May 29, 2026
UPDATE: 3:24 PM EDT –
The United Arab Emirates “carried out dozens of airstrikes against Iran beginning in the early days of the war and continuing through the day after the April cease-fire was announced,” The Wall Street Journal reported, citing people familiar with the matter. This represents a “deeper involvement than was previously known in the air campaign led by the U.S. and Israel,” the publication added.
The attacks were conducted in coordination with the U.S. and Israel, both of which provided intelligence, the people said. “They included targets on Qeshm and Abu Musa islands in the Strait of Hormuz; Bandar Abbas; the oil refinery on Lavan island in the Persian Gulf; and the Asaluyeh petrochemical complex” the Journal continued.
During the Iran War, the United Arab Emirates (UAE) carried out dozens of airstrikes against Iran in coordination with Israel and the United States, beginning in the early days of the war and continuing through the day after the ongoing ceasefire was announced, targeting both… pic.twitter.com/FvyIYVw2qk
— OSINTdefender (@sentdefender) May 29, 2026
UPDATE: 3:47 PM EDT –
Iranian Parliament Speaker Mohammad Bagher Ghalibaf says “Tehran secures its diplomatic advantages through missiles rather than talks,” according to the official Iranian Press TV news outlet.
Contact the author: howard@twz.com
US President Donald Trump said Sunday that negotiations with Iran are “orderly and constructive” and vowed the blockade will remain in place until a final agreement is reached, Anadolu reports.
“The Blockade will remain in full force and effect until an agreement is reached, certified, and signed. Both sides must take their time and get it right. There can be no mistakes!,” Trump said in a post on his social media platform Truth Social.
He also said US-Iran relations are becoming “much more professional and productive,” while warning that Tehran must not develop or acquire a nuclear weapon.
Trump further thanked Middle Eastern countries for their “support and cooperation,” saying engagement would be strengthened through broader participation in the Abraham Accords, and suggested Iran could one day join the framework.
He criticized the 2015 Iran nuclear deal, calling it “one of the worst agreements ever made,” and again blamed former President Barack Obama’s administration for what he described as a flawed agreement that opened a path toward nuclear weapons development.
Trump said the current negotiations with Iran are “far better” and part of a more effective approach, insisting the ongoing process will prevent Tehran from obtaining nuclear arms.
OPINION: Escape or Escalate: Trump’s Tactical Crossroads in the Iran Conflict
Eid al-Adha, one of the most important dates in the Islamic calendar, comes at a critical time for Iranians this year.
Meat from sacrificed animals is often eaten at Iranian tables, but a blockade on Iranian ports and sanctions by the US has led to escalating costs across the country.
Unlike Nowruz, the Persian New Year, Eid al-Adha is not as widely celebrated in Iran, but mosques and other institutions still observe the ritual of animal sacrifice, known as qurbani, through authorised livestock and slaughter centres.
Here, animals are sacrificed according to Islamic law in a hygienic environment. But another goal of the network is to control runaway inflation by offering meat at lower prices than market rates.
A Tehran municipality body announced on Tuesday that each kilogramme of sacrificial meat would be sold at 7.4 million rials ($4.30) at designated shops.
The price for a similar cut on the market can be more than three times that, depending on its quality and the location of the butchers. The minimum wage is currently less than $100 per month in Iran.
“I usually buy meat for a stew or a few dishes around every three weeks; for some families in the neighbourhood, it has become a sort of luxury,” said a middle-aged woman, who lives with her husband and son in Tehran.
She told Al Jazeera that chicken, eggs and legumes have become replacements for red meat, but the costs of these staples have significantly increased, too.
Masoud Rasouli, a meat-packing industry representative, told the state-linked Mehr news agency earlier this week that demand for red meat has decreased by 50 percent compared with last year.
He said some meat was imported to counter any effects of the US blockade, but local demand is currently so low that “existing livestock population is enough for all the needs of the market”.
Data released by the state-linked Iranian Labour News Agency this week showed that the current cheapest government-announced price for one kilogramme of meat during Eid is equal to the price of a 50kg live sheep 10 years ago.
According to the Statistical Center of Iran, year-on-year inflation stood at more than 73 percent in the first month of the Persian calendar year that ended in late April.
Iranian rice was up by 173 percent and chicken by 191 percent in that month compared with a year before, while liquid cooking oil more than quadrupled. Figures for the next month are expected to be worse.
Price-control measures – which have been implemented by authorities to fight a decade of rampant inflation – have been unable to adequately compensate for the ever-decreasing purchasing power of Iranian households living under local mismanagement and US sanctions – and now war and a blockade.
A young man working at a butcher shop in southwestern Tehran said they have had to increase prices several times over recent months after suppliers announced hikes.
“Our sales were a bit higher today because of the Eid, but we see even our most frequent customers far less these days. Most of the conversations with the customers are about the prices,” he told Al Jazeera.
Iran and the US have been holding negotiations through regional mediators to potentially end the war. But amid exchanges of fire and inflexibility over demands, no breakthrough has emerged even as both sides say a memorandum of understanding has mostly been negotiated.
Beyond greetings and congratulatory phone calls with regional peers, Iranian authorities also used the Muslim festival this year to issue political messages.
On Wednesday morning in the capital, the authorities organised a large prayer to mark Eid at the University of Tehran, which was led by ultraconservative Ayatollah Ahmad Khatami.
He said that “submitting to humiliation” is an example of “evil” and the height of vice, at a time when he believes the other side, the US, seeks a surrender from Iran.
“Your enemies, the Iranian nation’s enemies, and this mad enemy sitting in the Black House – which is wrongly referred to as the White House – want your humiliation. But this madman will take that wish to his grave,” he said about US President Donald Trump.
Khatami, a member of the powerful Guardian Council and the clerical Assembly of Experts, also praised the supporters of the government who have taken to the streets every night for almost three months and said this “unprecedented” phenomenon would be repeated on the nights of Eid al-Adha.
President Masoud Pezeshkian had a relatively softer approach, but his comments were still laden with religious symbolism.
“In today’s turbulent world, where the fire of tyranny, occupation, and the arrogance of the hegemonic powers burns bright, Eid al-Adha conveys the message of dignity, liberty, and fearlessness in the face of the pharaohs of our time,” he said.
Foreign Minister Abbas Araghchi said in a message on Wednesday that he hoped for harmony in the Muslim world, amid this difficult time for the region.
“We pray that, by the auspiciousness and blessing of this great Eid, we will witness the deepening and strengthening of Islamic solidarity for cooperation and mutual assistance in confronting war, discrimination and occupation, especially in the West Asia region, and that our world will return to the path of reviving peace and justice,” he said.
For years, 64-year-old Najia Abu Lehia dreamed of performing Hajj with her husband. But before they could make the pilgrimage, her husband died during Israel’s war on Gaza. Now, as millions journey to Mecca, thousands like her are stranded in Gaza.
Published On 22 May 202622 May 2026
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The TWZ Newsletter
Weekly insights and analysis on the latest developments in military technology, strategy, and foreign policy.
Here’s TWZ’s weekly carrier tracker monitoring America’s flattop fleet, including deployed Carrier Strike Groups (CSGs) and Amphibious Ready Groups (ARGs), using publicly available open-source information. Check out last week’s map here.
More than 20 U.S. Navy warships, two carrier strike groups among them, are enforcing the blockade of Iran in the U.S. Central Command (CENTCOM) area of responsibility (AOR). To date, CENTCOM has redirected 61 commercial vessels linked to Iran and disabled at least four attempting to run the blockade.
USS John Finn (DDG 113) sails behind USS Milius (DDG 69), USNS Carl Brashear (T-AKE-7), and USS George H.W. Bush (CVN 77) in the Arabian Sea.
Over 20 U.S. warships are enforcing the blockade against Iran. CENTCOM forces have redirected 61 commercial vessels and disabled 4 to… pic.twitter.com/gG9B2K5c9p
— U.S. Central Command (@CENTCOM) May 10, 2026
The Navy released new images last week of both CSGs supporting the blockade. The USS George H.W. Bush was conducting flight operations in the Arabian Sea on May 6, and recently spotted with 25 F/A-18E/F Super Hornets, two E-2D Hawkeyes, and three MH-60 Seahawks of Carrier Air Wing 7 visible on the flight deck. Unlike the Abraham Lincoln CSG, also operating in the AOR, George H.W. Bush is not equipped with 5th-generation carrier-based F-35Cs.

The Gerald R. Ford CSG transited the Strait of Gibraltar westbound and is steaming toward Norfolk. The strike group has been deployed for 322 days, as of May 11, and is expected to return home in the coming weeks. The CSG departed Norfolk in June 2025 and was initially supposed to return in January, but its deployment was extended twice to support combat operations in the Caribbean and the Middle East.
Three carriers are now underway training in preparation for future deployments. The Dwight D. Eisenhower CSG, which recently completed a 15-month availability, is working up off the east coast with AIS turned on. The George Washington CSG got underway on May 10, according to ship spotters, leaving port in Yokosuka, Japan, escorted by guided-missile cruiser USS Robert Smalls. The Theodore Roosevelt CSG is “conducting advanced training to bolster strike group readiness and capability” in the Pacific Ocean.

USS Nimitz is anchored off Rio de Janeiro, Brazil, for a five-day liberty port call. Nimitz is circumnavigating South America en route to her new homeport in Norfolk. Originally slated to be decommissioned this year, her service life was recently extended into 2027.
USS Nimitz (CVN 68) Nimitz-class aircraft carrier and USNS Patuxent (T-AO-201) Henry J. Kaiser-class replenishment oiler along with a Brazilian attack submarine in Rio de Janeiro, Brazil – May 7, 2026 SRC: X-@dmdst12 pic.twitter.com/Qch7agZEDJ
— WarshipCam (@WarshipCam) May 7, 2026
Another Marine Air-Ground Task Force is set to arrive in CENTCOM in the near-term. While the Boxer ARG has not been confirmed in CENTCOM as of publication, an arrival announcement could come as soon as next week. The 11th Marine Expeditionary Unit (MEU) is comprised of a command element, a Ground Combat Element, Battalion Landing Team 3/5, an Aviation Combat Element with two squadrons, Marine Medium Tiltrotor Squadron (VMM) 163 (Reinforced) and Marine Fighter Attack Squadron (VMFA) 122, and a logistics combat element. The approximately 5,000 Marines and Sailors aboard Boxer ARG will join the Tripoli ARG, already on station in the Middle East, and significantly enhance the United States’ expeditionary capabilities in the region.

Note: Positions are general approximations. Non-deployed LHA/LHD amphibious warships are not shown.
Contact the author: ian.ellis-jones@teamrecurrent.io
The TWZ Newsletter
Weekly insights and analysis on the latest developments in military technology, strategy, and foreign policy.
The U.S. carried out new attacks on Iranian targets today, striking several empty oil tankers trying to break the blockade, according to a post on X by U.S. Central Command (CENTCOM). This latest incident comes as the UAE says it was attacked again by Iran today and hours after the U.S. and Iran exchanged blows in and around the Strait of Hormuz.
U.S. forces “disabled M/T Sea Star III and M/T Sevda, May 8, prior to both vessels entering an Iranian port on the Gulf of Oman in violation of the ongoing U.S. blockade, CENTCOM stated. “A U.S. Navy F/A-18 Super Hornet from USS George H.W. Bush (CVN 77) disabled both tankers after firing precision munitions into their smokestacks, preventing the non-compliant ships from entering Iran.”
פיקוד המרכז האמריקני פרסם תיעוד של תקיפת המכליות שניסו לפרוץ את מצר הורמוז pic.twitter.com/sIvjeJEqyY
— החדשות – N12 (@N12News) May 8, 2026
This was the third time that the U.S. has fired on Iranian ships running the blockade. The Navy has used a destroyer’s five-inch gun firing inert rounds to blast the engineering section of one ship to disable it and a Super Hornet’s 20mm Vulcan cannon to disable the rudder on another. So, the use of bombs dropped down a ship’s smokestack to disable but not destroy a ship is new. You can read about these prior instances here.
The weapons used in this latest wave of attacks on blockade runners wasn’t disclosed. 500lb laser-guided bombs are likely what was employed here based on the Super Hornet’s stores options, precision required, and the effects seen. These can utilize high-explosive bomb bodies or inert ones for desired effects, with the latter being most probable in this case.
Fox News reporter Jennifer Griffin was the first to report this news.
NEW: US military carried out more airstrikes today hitting several empty tankers trying to break the blockade.
According to a senior US official:
“these were Very Large Crude Carriers (VLCC) …. massive, empty ships trying to make it back to Iran … attempted to run the…— Jennifer Griffin (@JenGriffinFNC) May 8, 2026
The blockade on Iranian ports was enforced April 13 to strangle Iran’s economy as part of U.S. President Donald Trump’s efforts to prevent Iran from obtaining nuclear weapons. On Friday, CENTCOM reported that U.S. forces have prevented more than 70 tankers from entering or leaving Iranian ports.
“These commercial ships have the capacity to transport over 166 million barrels of Iranian oil worth an estimated $13 billion-plus,” the command stated on X.
There are currently more than 70 tankers that U.S. forces are preventing from entering or leaving Iranian ports. These commercial ships have the capacity to transport over 166 million barrels of Iranian oil worth an estimated $13 billion-plus. pic.twitter.com/VBKfDwMwqJ
— U.S. Central Command (@CENTCOM) May 8, 2026
However, “a confidential CIA analysis delivered to administration policymakers this week concludes that Iran can survive the U.S. naval blockade for at least three to four months before facing more severe economic hardship,” The Washington Post reported on Thursday, citing four people familiar with the document.
Washington Post (This got a lot of attention overnight)
A confidential CIA analysis delivered to administration policymakers this week concludes that Iran can survive the U.S. naval blockade for at least three to four months before facing more severe economic hardship.
PLUS:…
— Joumanna Nasr Bercetche (@JoumannaTV) May 8, 2026
Meanwhile, the United Arab Emirates claims it was once again attacked by Iranian ballistic missiles and drones on Friday.
“The Ministry of Defense announced that on May 8, 2026, the UAE air defense systems engaged 2 ballistic missiles and 3 UAV’s launched from Iran, resulting in 3 moderate injuries,” the UAE Defense Ministry (MoD) announced on X Friday morning EDT. “Since the beginning of the blatant Iranian attacks on the United Arab Emirates, the air defenses have engaged a total of 551 ballistic missiles, 29 cruise missiles, and 2,263 UAV’s.”
The UAE, located about 60 miles south of Iran across the Strait, claims these attacks have killed 13 and injured 230.
The MoD “affirmed that it remains fully prepared and ready to deal with any threats and will firmly confront anything that aims to undermine the security of the country, in a manner that ensures the protection of its sovereignty, security and stability and safeguards its interests and national capabilities.”
Tehran did not immediately respond to the claim, which TWZ cannot independently verify.
These incidents follow an exchange of fire last night between the U.S. and Iran. As we reported yesterday, U.S. Central Command said it attacked several locations in Iran after “Iranian forces launched multiple missiles, drones and small boats as USS Truxtun (DDG 103), USS Rafael Peralta (DDG 115), and USS Mason (DDG 87) transited the international sea passage. No U.S. assets were struck.”
Iran said it launched the attacks in retaliation for “violation of the ceasefire and the aggression by the terrorist US military against an Iranian oil tanker near the port of Jask.”
IRGC Navy:
Following the violation of the ceasefire and the aggression by the terrorist US military against an Iranian oil tanker near the port of Jask, and the approach of warships belonging to the terrorist US military toward the Strait of Hormuz, a very large-scale and… pic.twitter.com/pmg4IiD15M
— Clash Report (@clashreport) May 7, 2026
The extent of the damage to Bandar Abbas, Qeshm Island and the Bandar Kargan naval checkpoint in Minab, targets struck by the U.S. on Thursday in response to the attacks on U.S. Navy ships, remains unclear. No images have emerged and neither Iran nor the U.S. have commented.
Last night, Trump called the exchange a “love tap” and said the ceasefire still held.
President Trump tells me in a phone call the retaliatory strikes against Iranian targets are just a “love tap.”
“It’s just a love tap.”
When I asked if it means the ceasefire is over.
“No, no, the ceasefire is going. It’s in effect.”
— Rachel Scott (@rachelvscott) May 7, 2026
This is a developing story.
UPDATE: 11:40 AM EDT –
Amid the kinetic activity, diplomacy continues as Trump insists that Iran never develop a nuclear weapon. The status of its ballistic missile arsenal, control of the Strait of Hormuz and support for proxies like Hezbollah and the Houthis are also major sticking points.
The U.S. is awaiting to hear back from Iran about its peace proposal, U.S. Secretary of State Marco Rubio said.
“We’re expecting a response from them today at some point. We have not received that yet,” he said.
The secretary added that he remained concerned that Iran is still trying to maintain control over the Strait.
“We’ve seen the reporting overnight that Iran is trying to establish some agency that’s going to control traffic in the Strait,” Rubio explained. “That would actually be unacceptable.”
“We’ve seen the reporting overnight that Iran is trying to establish some agency that’s going to control traffic in the Straits… That would actually be unacceptable,” says @SecRubio.
“We’re expecting a response from them today at some point. We have not received that yet.” pic.twitter.com/Wo8IEEWDnI
— Rapid Response 47 (@RapidResponse47) May 8, 2026
Iran, meanwhile, is accusing the U.S. of moving the goal posts in the negotiating process by using force.
“Every time a diplomatic solution is on the table, the U.S. opts for a reckless military adventure,” Iranian Foreign Minister Abbas Araghchi stated on X. “Is it a crude pressure tactic? Or the result of a spoiler once again duping POTUS into another quagmire? Whatever the causes, [the] outcome is the same: Iranians never bow to pressure.”
Every time a diplomatic solution is on the table, the U.S. opts for a reckless military adventure. Is it a crude pressure tactic? Or the result of a spoiler once again duping POTUS into another quagmire?
Whatever the causes, outcome is the same: Iranians never bow to pressure. pic.twitter.com/ev7dMIebNB
— Seyed Abbas Araghchi (@araghchi) May 8, 2026
UPDATE: 11:55 AM EDT –
Iran claims that its “naval commandos carried out a special operation to detain” an oil tanker, “which was attempting to disrupt Iran’s oil exports and national interests.”
“Implementing the decision of the Supreme National Security Council and with a judicial ruling, the Army Navy seized the oil tanker Ocean Koi, which was carrying Iranian oil and tried to take advantage of the situation in the region to harm and disrupt the oil exports and the interests of the Iranian nation,” said Iran’s Army Public Relations Office in a statement on Friday.
“The commandos of the Army Navy “directed the violating oil tanker to the southern coast of Iran and handed it over to the judicial authorities,” according to the statement. “The Navy of the Islamic Republic of Iran will “vigorously defend the interests and assets of the Iranian nation in the territorial waters of the country and will not tolerate any violator or aggressor.”
Though Iranian officials identified this ship as the Ocean Koi, it is also known as the Jin Li. It is part of Iran’s so-called dark fleet and was sanctioned by the U.S. in February for transporting millions of barrels of Iranian oil. It is unclear why Iran made a show of this event, though it could have been for domestic consumption in the wake of yesterday’s attacks on several targets.
You can see video of the claimed boarding below.
According to IRIB (Islamic Republic of Iran Broadcasting) News, the Iranian Navy had conducted a special operation to seize an “offending tanker” named “OCEAN KOI” for attempting to export Iranian oil.
Her new name is actually JIN LI (9255933), and has been so since 2025-11-30.… pic.twitter.com/3Wv8jJNEAr
— TankerTrackers.com, Inc. (@TankerTrackers) May 8, 2026
UPDATE: 12:16 PM EDT –
The CIA recruited sources inside Iran, but flawed covert communications reportedly helped Iranian counterintelligence identify and arrest informants, a new report from Reuters stated.
“In interviews with six Iranian former CIA informants, Reuters found that the agency was careless…amid its intense drive to gather intelligence in Iran, putting in peril those risking their lives to help the United States,” the outlet explained.
“Such aggressive steps by the CIA sometimes put average Iranians in danger with little prospect of gaining critical intelligence,” Reuters added. “When these men were caught, the agency provided no assistance to the informants or their families, even years later, the six Iranians said.”
UPDATE: 12:25 PM EDT –
Iranian officials continue to dismiss the notion that the country will cede control of the Strait.
Mohammad Mokhber, an adviser to Iran’s Supreme Leader, said on Friday Iran’s control over the Strait of Hormuz is an asset “on the scale of an atomic bomb”, adding that Tehran would not give up the capability it gained through war.”
Mohammad Mokhber, an adviser to Iran’s Supreme Leader, said on Friday Iran’s control over the Strait of Hormuz is an asset “on the scale of an atomic bomb”, adding that Tehran would not give up the capability it gained through war. pic.twitter.com/07vbiRwVPR
— Iran International English (@IranIntl_En) May 8, 2026
12:43 PM EDT –
Hours after launching another attack on the UAE, an Iranian official says that country will remain a target for supporting the U.S. and Israel.
Iran will not leave the Emirates alone, and they are well aware of that, which is why they are trying to maintain tension between Iran, America, and the Zionist entity,” Ali Khodarian, a member of the Iranian Parliament’s National Security Commission, stated on X. “The Americans have realized that their naval blockade parade will henceforth face a military response from the Islamic Republic. No one can now carry out a military operation against our ships without a response.”
عضو لجنة الأمن القومي في البرلمان الإيراني علي خضريان:
⭕إيران لن تترك الإمارات وشأنها وهم يدركون ذلك لذا فهم يحاولون الحفاظ على التوتر بين إيران وأميركا والكيان الصهيوني
⭕ الأميركيون أدركوا أن استعراض حصارهم البحري سيواجه من الآن فصاعدا ردا عسكريا من قبل الجمهورية الإسلامية… pic.twitter.com/qHPE4ZeRsv
— قناة الميادين (@AlMayadeenNews) May 8, 2026
UPDATE: 1:37 PM EDT –
The United States will facilitate two days of intensive talks between the governments of Israel and Lebanon on May 14 and 15, State Department spokesman Tommy Piggott announced on Friday.

UPDATE: 1:48 PM EDT-
CENTCOM released imagery of the Arleigh Burke class guided missile destroyers USS Truxtun (DDG 103), USS Rafael Peralta (DDG 115), and USS Mason (DDG 87) operating in the Middle East. “The three destroyers are currently sailing in the Arabian Sea supporting the blockade against Iran,” the command stated on X. “As of today, CENTCOM forces have redirected 57 commercial vessels and disabled 4 to prevent the ships from entering or leaving Iranian ports.”
The three destroyers were in last night’s exchange of fire with Iran.
Photos of USS Truxtun (DDG 103), USS Rafael Peralta (DDG 115), and USS Mason (DDG 87) operating in the Middle East. The three destroyers are currently sailing in the Arabian Sea supporting the blockade against Iran. As of today, CENTCOM forces have redirected 57 commercial… pic.twitter.com/iFHp1HHMac
— U.S. Central Command (@CENTCOM) May 8, 2026
UPDATE: 3:32 PM EDT –
The U.S. is denying the latest Iranian claim that it successfully carried out an attack on U.S. military assets.
On Friday, the Iranian Army claimed “while the US Navy was attempting to remove three of its destroyers from the Strait of Hormuz towards the Sea of Oman with air support, we carried out a combined missile and drone operation, during which we targeted this naval group with 8 cruise missiles and 24 suicide drones. As a result of this operation, and despite the extensive attempts by the US Navy to repel the attack, one cruise missile and three suicide drones successfully hit the American destroyers, causing fires to break out on them.”
Asked if any U.S. ships were struck today, a U.S. official offered a one-word response.
“No,” the official stated.
BREAKING: IRAN SAYS IT DIRECTLY HIT US DESTROYERS IN THE HORMUZ
The Iranian Army Statement:
On Friday morning, while the US Navy was attempting to remove three of its destroyers from the Strait of Hormuz towards the Sea of Oman with air support, we carried out a combined… pic.twitter.com/FusP0ihHxt
— Sulaiman Ahmed (@ShaykhSulaiman) May 8, 2026
Contact the author: howard@twz.com
The Strait of Hormuz, a narrow waterway once carrying roughly a fifth of the world’s oil and gas, remains effectively closed after the United States and Iran imposed competing blockades.
Naval blockades are one of the oldest weapons in warfare, requiring no ground troops or invasion, just the ability to cut off what an enemy needs to survive. These blockades have reshaped economies, societies and alliances across generations, sometimes with instant shockwaves, sometimes with effects only seen later.
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From Israel’s ongoing siege of the Gaza Strip to blockades during World War I, here are some notable naval blockades in modern history:

Israel’s complete land, sea and air blockade of the Gaza Strip is one of the longest sieges in modern history.
Launched in 2007, Israel has limited the entry of goods and essential supplies, causing a prolonged humanitarian and economic crisis for the Strip’s 2.3 million people, who cannot travel freely.
Before Israel’s genocidal war on Gaza began in October 2023, fishermen were restricted to 6-15 nautical miles (11-28km) from shore, well below the 20-nautical-mile (37km) zone guaranteed by the Oslo Accords.
After 2023, with Israel’s policy of starving the population, fishermen have taken extreme measures to feed their families, leading to many being killed by Israeli fire.
Since 2008, several Freedom Flotilla vessels have attempted to break the Israeli blockade. Since 2010, all flotillas attempting to break the Gaza blockade have been intercepted or attacked by Israel in international waters.
On April 30, Israel raided 22 out of the 58 vessels in the most recent Global Sumud Flotilla campaign in international waters more than 1,000km (620 miles) from Gaza.

During the Nigerian Civil War, which began in July 1967, the Nigerian federal government imposed a land, sea and air blockade on the secessionist Republic of Biafra shortly after it declared independence.
The blockade led to widespread starvation, widely seen as a deliberate wartime strategy, transforming a territorial conflict into a global humanitarian crisis. Death tolls vary, but it is estimated that one to two million people died, the vast majority from hunger and disease rather than direct conflict.
The nearly three-year-long blockade ended with the Biafran surrender in January 1970.
![HMS Cleopatra's Wasp helicopter, No.463, encountered an engine failure at high altitude during the blockade on the Port du Beira in 1971. A crash landing occurred at sea and the aircraft was recovered. [File image.]](https://i0.wp.com/www.aljazeera.com/wp-content/uploads/2026/05/Wasp_463_a-1777774554.jpg?w=640&ssl=1)
The Beira Patrol was a nine-year-long blockade by the British navy to prevent oil from reaching Rhodesia, present-day Zimbabwe, through the Mozambican port of Beira, enforced under United Nations sanctions following Rhodesia’s unilateral declaration of independence.
The blockade largely failed its strategic goal. Rhodesia continued receiving oil via South Africa and other Mozambican ports, which the UN resolution did not authorise the British navy to intercept.
Additionally, the cost to the United Kingdom was substantial. The operation tied up 76 naval ships over nine years, with two frigates required on station at all times.
The blockade ended in July 1975, when Mozambique’s newly gained independence from Portugal allowed it to credibly commit to blocking oil transit to Rhodesia, rendering the naval patrol redundant.

In October 1962, the US ordered a naval “quarantine” of Cuba after US U-2 spy planes discovered Soviet nuclear missile sites under construction on the island.
The US deliberately called it a “quarantine” rather than a blockade, which would have been legally an act of war, aiming to prevent the Soviets from bringing in more military supplies and to pressure them to remove the missiles already there.
The quarantine drew a line 500 nautical miles (920km) from Cuba’s coast, with US warships authorised to stop, search, and turn back any vessel carrying offensive weapons if necessary.
The crisis brought the world to the brink of nuclear war. The then-Soviet First Secretary Nikita Khrushchev called the blockade “outright piracy” and an act of aggression, and initially ordered ships to proceed. For several days, Soviet vessels steamed towards the quarantine line as the world watched.
The most dangerous phase of the standoff lasted 13 days. An agreement was reached in which the Soviets would dismantle their offensive weapons in Cuba in exchange for a US public declaration not to invade Cuba, and a secret agreement to remove US Jupiter missiles from Turkiye.
The naval quarantine was formally ended on November 20, 1962, after all offensive missiles and bombers had been withdrawn.

During the Korean War, UN naval forces led by the US imposed a blockade of the North Korean port of Wonsan in February 1951, lasting nearly two and a half years.
It aimed to deny the North Korean navy access to the city, which was strategically significant for its large harbour, airfield and petroleum refinery.
The blockade was preceded by a dangerous mine-clearance operation in October 1950. North Korean forces had been well supplied by the Soviet Union and China with sea mines, and during the clearance, the sweepers USS Pledge and USS Pirate were sunk, killing 12 men and wounding dozens.
The operation successfully constrained North Korean and Chinese forces on the east coast, forcing them to divert thousands of troops and artillery pieces away from the front line. UN forces also captured several harbour islands, which strengthened the blockade’s grip on the port.
The blockade ended after 861 days with the signing of the Korean Armistice Agreement in July 1953. By that point, allied naval fire had almost levelled Wonsan.

The US imposed a submarine blockade against Japan during the Pacific War.
The blockade began taking shape in 1942, combining US naval submarine attacks on merchant shipping with minelaying operations to cripple Japan’s war capabilities, disrupt shipping and cut off vital supplies such as food and fuel.
As an island nation, Japan was especially vulnerable, almost entirely dependent on imports of oil, rubber and raw materials. Its economy and military could not function without open sea lanes.
Over the course of the war, US submarines sank some 1,300 Japanese merchant ships and roughly 200 warships. By 1945, oil imports had effectively ceased.
Food imports collapsed, causing significant shortages and malnutrition across Japan by 1945, though the extent of civilian starvation is disputed.
After the US dropped atomic bombs on Hiroshima on August 6 and Nagasaki on August 9, 1945, Japan announced its surrender on August 15, bringing the blockade and the Pacific War to an end.

In August 1915, during World War I, the Allied forces imposed a blockade of the eastern coast of the Mediterranean to cut off military supplies and weaken the Ottoman Empire’s war effort.
The declared area ran from the intersection of the Aegean Sea and the Mediterranean Sea in the north to the Egyptian frontier in the south. The blockade was initiated by Britain and France, later assisted by Italy and other Allied powers.
The consequences were devastating. Military supplies, munitions, oil, food and medicine were all targeted. The food crisis was compounded by a locust plague in 1915 and a severe drought, contributing to severe famine across Lebanon and Greater Syria.
Reports suggest the famine led to 500,000 deaths by 1918, mostly civilians, with Mount Lebanon losing an estimated one-third of its population. Mass migration followed.
The blockade remained in place throughout the war and lifted only when Allied forces occupied Beirut and Mount Lebanon in October 1918.

The British navy began blockading Germany almost immediately after the outbreak of the war in August 1914.
The naval blockade extended from the English Channel to Norway, cutting off Germany from the oceans.
Britain mined international waters to prevent ships from entering the ocean, creating danger even for neutral vessels.
Germany responded by declaring the seas around the British Isles a “military area”, prompting Britain and France to ban all goods to and from Germany.
The blockade’s most devastating consequence was famine. The winter of 1916-17, known as the Turnip Winter, marked one of the harshest years in wartime Germany.
The blockade had cut off food and fertiliser imports, a failed potato harvest left little to fall back on, and a breakdown in food distribution compounded the crisis. It is estimated that between 424,000 and 763,000 civilians died from diseases related to hunger and malnutrition.
The blockade was not yet fully lifted until July 1919, after the Treaty of Versailles had been signed.
On March 11, the Thai cargo ship Mayuree Naree was struck by two projectiles while crossing the Strait of Hormuz, one of the world’s most important waterways located between Iran and Oman. A fire broke out in the engine room, and while 20 sailors were rescued, three remained trapped inside the stricken vessel. Their remains were found weeks later when a specialised rescue team boarded the vessel, which had run aground on the shores of Iran’s Qeshm island.
At about the same time, a “shadow fleet” of tankers continued to navigate the very same waters safely. Operating with fake flags, disabled signals and unspecified destinations, this covert armada survived because it operates outside the traditional rules of maritime trade.
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Iran threatened to block “enemy” ships passing through the Strait of Hormuz – a crucial chokepoint for a fifth of the world’s oil – in the wake of the United States-Israeli war launched on February 28. Soon, navigation through the strait was disrupted amid fears of attacks.
Following a temporary ceasefire on April 8, the United States imposed a full naval blockade on Iranian ports on April 13. Theoretically, traffic through the strait should have come to a complete halt.
However, tracking data reveals a remarkably different reality.

An exclusive Al Jazeera open-source investigation tracked 202 voyages made by 185 vessels through the strait between March 1 and April 15, navigating both under fire and across blockade lines.
To understand how the strait operated under extreme pressure, Al Jazeera’s Digital Investigative Unit monitored the waterway daily, cross-referencing vessel International Maritime Organization (IMO) numbers with international sanction lists from the US Office of Foreign Assets Control (OFAC), the European Union, the United Kingdom and the United Nations. An IMO number is a unique seven-digit figure assigned to commercial ships.
Of the tracked voyages, 77 (38.5 percent) were directly or indirectly linked to Iran. Notably, 61 of the ships transiting the strait were explicitly listed on international sanctions lists.

The investigation divided the conflict into three distinct phases to map the fleet’s behaviour:
When the US blockade took effect, the shadow fleet adapted immediately.
The Iranian cargo ship “13448” successfully broke the blockade. Because it is a smaller vessel operating in coastal waters, it lacks an official IMO number, allowing it to evade traditional sanction-monitoring tools. The vessel departed Iran’s Al Hamriya port and reached Karachi, Pakistan.
Similarly, the Panama-flagged Manali broke the blockade, crossing on April 14 and penetrating the cordon again on April 17 en route to Mumbai, India.
The investigation uncovered widespread manipulation of Automatic Identification System (AIS) trackers. Vessels such as the US-sanctioned Flora, Genoa and Skywave deliberately disabled or jammed their signals to hide their identities and destinations.
To obscure ultimate ownership, the shadow fleet heavily relies on a complex web of “false flags” and shell companies. The investigation identified 16 ships operating under fake flags, including registries from landlocked nations like Botswana and San Marino, as well as others from Madagascar, Guinea, Haiti and Comoros.


The operational network managing these ships spans the globe. Operating firms were primarily based in Iran (15.7 percent), China (13 percent), Greece (more than 11 percent) and the United Arab Emirates (9.7 percent). Notably, the operators of nearly 19 percent of the observed vessels remain unknown.
Despite the intense military pressure, energy carriers dominated the traffic, with 68 ships (36.2 percent) transporting crude oil, petroleum products and gas. Ten of these tankers were directly linked to Iran. Non-oil trade also persisted, with 57 bulk and general cargo ships crossing during the open war phase, 41 of which were tied to Tehran.

Before the war, at least 100 ships crossed the Strait of Hormuz daily. Today, a staggering 20,000 sailors are trapped on 2,000 ships across the Gulf – a crisis the International Maritime Organization described as unprecedented since World War II.
A shadow Iranian fleet, meanwhile, has been navigating seamlessly as part of a parallel maritime system born from 47 years of US sanctions on Tehran. Washington slapped sanctions on Tehran following the 1979 Islamic revolution that toppled the pro-Washington ruler Shah Mohammad Reza Pahlavi. The two countries have had no diplomatic ties since 1980.
Islamabad, Pakistan – Pakistan has opened six overland transit routes for goods destined for Iran, formalising a road corridor through its territory as thousands of containers remain stranded at Karachi port because of the United States blockade of Iranian ports and ships trying to pass through the Strait of Hormuz.
The Ministry of Commerce issued the Transit of Goods through Territory of Pakistan Order 2026 on April 25, bringing it into immediate effect. The order allows goods originating from third countries to be transported through Pakistan and delivered to Iran by road.
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The announcement coincided with Iranian Foreign Minister Abbas Araghchi’s visit to Islamabad for talks with Prime Minister Shehbaz Sharif and army chief Asim Munir, the latest in a series of diplomatic engagements as Pakistan seeks to mediate an end to the two-month war between Washington and Tehran.
Federal Minister for Commerce Jam Kamal Khan described the initiative as “a significant step toward promoting regional trade and enhancing Pakistan’s role as a key trade corridor”.
Iran has not publicly commented on the move, and Al Jazeera’s query to the Iranian embassy in Islamabad went unanswered.
The notification does not extend to Indian-origin goods. A separate Commerce Ministry order issued in May 2025, following the India-Pakistan aerial war that month, bans the transit of goods from India through Pakistan by any mode and remains in force.
The six designated routes link Pakistan’s main ports, Karachi, Port Qasim and Gwadar, with two Iranian border crossings, Gabd and Taftan, passing through Balochistan via Turbat, Panjgur, Khuzdar, Quetta and Dalbandin.
The shortest route, the Gwadar-Gabd corridor, reduces travel time to the Iranian border to between two and three hours, compared with the 16 to 18 hours it takes from Karachi – Pakistan’s biggest port – to the Iranian border. The Gwadar-Gabd route could cut transport costs by 45 to 55 percent compared with costs from Karachi port, according to officials.
But for Iran, firms sending their goods to the country, and transporters, all routes into Iranian territory today are viable options, with the principal maritime passage they have traditionally used – the Strait of Hormuz – blockaded by the US Navy.
The current US-Iran war began on February 28, when US and Israeli forces launched attacks on Iran.
In the weeks that followed, Iran restricted commercial navigation through the Strait of Hormuz, the narrow waterway through which roughly a fifth of the world’s oil and gas passes during peacetime, disrupting one of the most critical arteries of global trade.
Pakistan brokered a ceasefire on April 8 and hosted the first round of direct US-Iran talks on April 11, in Islamabad. The negotiations lasted nearly a day but ended without a deal. Two days later, Washington imposed a naval blockade on Iranian ports, throttling Tehran’s maritime access.
A second round of talks has since stalled. US President Donald Trump cancelled a planned visit to Islamabad by special envoys Steve Witkoff and Jared Kushner last weekend.
Iran has ruled out direct negotiations with Washington while the blockade remains in place, though Araghchi told Pakistani officials that Tehran would continue engaging with Islamabad’s mediation efforts “until a result is achieved”.
The transit order appears to be a direct economic response to that impasse.
More than 3,000 containers destined for Iran have been stuck at Karachi port for several days, with vessels unable to collect the cargo. War-risk insurance premiums have surged from about 0.12 percent of a vessel’s value before the conflict to roughly 5 percent, making shipping to the region too expensive for many operators.
The corridor also signals a shift away from Afghanistan, whose relations with Pakistan have deteriorated sharply.
The two sides engaged in clashes in October 2025 and again in February and March this year, with skirmishes continuing along the northwestern and southwestern borders.
The Torkham and Chaman crossings have ceased to function as reliable commercial routes since tensions escalated, limiting Pakistan’s overland access to Central Asian markets.
“This is a paradigmatic shift. Pakistan’s relations with the Afghan Taliban, the de facto rulers in Kabul, have no reset switch,” Iftikhar Firdous, cofounder of The Khorasan Diary, told Al Jazeera.
“Kabul has been diversifying away from Pakistan towards Iran and Central Asia, but this move flips the equation. Pakistan can now bypass Afghanistan entirely for westbound trade. The impact on Kabul’s transit relevance and revenue is strategic, not immediate – but it is real.”
Firdous said the implications extend beyond bilateral ties.
“This corridor also reduces Pakistan’s reliance on longer maritime routes through the Gulf. Geopolitics, security, and infrastructure will ultimately determine which corridors dominate, but it places Pakistan as the main overland gateway for China-backed trade routes into West Asia and beyond,” he said.
Minhas Majeed Marwat, a Peshawar-based academic and geopolitical analyst, urged caution. “A cornered Afghanistan is a destabilised Afghanistan, and Pakistan knows better than most what that costs,” she wrote on X on April 27.
“The opportunity here is real. So is the risk. Security on the northwestern and southwestern borders remains the variable that could unravel everything. Pakistan is positioned well. It is not yet positioned safely. Those are different things.”
Tehran, Iran – Iran’s national currency has plunged to new lows as authorities mobilise to dampen the impact of the naval blockade enforced by the United States.
The Iranian rial shot above 1.81 million to the US dollar on the open market by early afternoon on Wednesday before partially recovering. The embattled currency changed hands for about 1.54 million earlier this week, and its rate was about 811,000 per US dollar a year ago.
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The rial had remained relatively stable over the past two months after experiencing an earlier drop as US forces amassed in the lead-up to the US-Israeli war on Iran, which began at the end of February.
The latest freefall follows on from unchecked inflation, which has been increasingly plaguing the Iranian economy as a result of mismanagement and sanctions, and continues to ravage households. Washington now has three aircraft carriers in the region and is bringing in more troops and equipment as Israel expresses readiness to restart fighting, three weeks after a ceasefire began.
Iran’s authorities this week projected a hardened stance on negotiations with Washington, and pledged to fight the naval blockade of Iran’s southern waters, which the US Central Command insisted on Tuesday had “cut off economic trade going into and coming out of” the country.
Amid threats by US President Donald Trump, the Iranian government has also tried to empower its own border provinces to import essential goods by reducing red tape. It has also allocated $1bn from the sovereign wealth fund to buy food, and made a partial policy U-turn to restart offering a preferential subsidised exchange rate with the goal of reducing prices, despite concerns about corruption.
According to customs data released by state media, Iran’s non-oil trade has been negatively affected after commercial ties were disrupted or cut off as a result of the war, and critical infrastructure was bombed.
Iran’s customs authority put the total value of non-oil trade in the Iranian calendar year that ended on March 20 at close to $110bn, with $58bn going to imports. The figure was about 16 percent lower than the year before.
The volume of non-oil trade was valued at approximately $9bn for the 11th month of the calendar year ending on February 19, and $6.46bn in the final month, indicating a drop of about 29 percent in connection with the war, which started on February 28. The final month was also about 50 percent lower than the more than $13bn estimated value for last year’s corresponding month.
Part of the drop is linked with the fact that shipping has been significantly disrupted through the Strait of Hormuz as Iran and the US spar over control of the strategic waterway. The US and Israel also directed some of their thousands of strikes against ports, naval facilities, airports, and railway networks across the country.
Iran’s top steel and petrochemical producers were also extensively bombed, as were oil and gas facilities, power stations, and major industrial zones. The US and Israel have threatened to take Iran “back to the Stone Age” through systematic bombing of civilian infrastructure like power plants.
To manage the impact and preserve domestic supply, Iranian authorities have imposed temporary restrictions on exports of steel, petrochemicals, polymers and other chemicals.
The US is using its military capabilities and economic chokeholds to drive down Iran’s oil exports, a goal that it has also pursued over recent years through sanctions.
Since mid-April, the US military has been deploying its soldiers to take over or inspect ships transiting through waterways near Iran, in addition to targeting what is known as a shadow fleet of tankers used by Iran to circumvent sanctions and ship its oil.
Warships and thousands of troops could still launch a ground invasion or destructive aerial attacks against Iran’s Kharg and other critical islands, and the Trump administration expects increased pressure on Iran’s oil sector due to hampered access to export routes and supertankers keeping the oil stored on the water.
The US Treasury has been blacklisting refineries in China, the biggest buyers of Iranian crude oil, and going after the banking and cryptocurrency channels alleged to be facilitating Tehran’s oil trade, and having links to the IRGC – which Washington considers a “terrorist” organisation.
“We will follow the money that Tehran is desperately attempting to move outside of the country and target all financial lifelines tied to the regime,” said US Treasury Secretary Scott Bessent on social media.
Chinese refineries buy roughly 90 percent of Iran’s oil shipments, and imported a record 1.8 million barrels per day in March, according to Vortexa Analytics data cited by the Reuters news agency, which also said purchases were expected to slow due to worsening domestic refining and processing margins.
According to figures released by the General Administration of Customs of China, the volume of the country’s bilateral trade with Iran during the first quarter of 2026 stood at $1.55bn, down 50 percent year-on-year.
In March, the first month of the war, trade stood at $184m, which was nearly 80 percent lower than the year before and 64 percent lower than the month before. China’s imports from Iran and exports to the country were both considerably reduced as a result of the war.
The removal of the United Arab Emirates as a major trade partner and import market for Iran has also significantly affected the country’s economy, increasing its reliance on land neighbours like Turkiye and Iraq to the west and Pakistan to the east.
The UAE, a big part of the Trump-led Abraham Accords that saw multiple countries normalise relations with Israel, was heavily targeted by ballistic missiles and drones launched by Iran.
The UAE has closed down numerous Iranian institutions on its soil over the past two months, including financial facilitators, instructed Iranian citizens to leave, and has said it will take years to restore bilateral relations to previous levels.